![Phil Karlson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Phil Karlson
Directeur Général chez
Graybill Bartz Associates Ltd.
Profil
Mr. Philip B. Karlson, CFA, is a President & Chief Investment Officer at Graybill Wealth Management Ltd. He has been with the firm since 2000 and oversees all aspects of the investment management process.
Before assuming these responsibilities in 2017, he was responsible for equity portfolio management and research.
He previously worked at Bank of America for 10 years where he was a Senior Vice President.
He earned his B.A. in economics and finance from North Park College.
In addition to having a CFA designation, he is a member of the CFA Society of Chicago and the CFA Institute.
Postes actifs de Phil Karlson
| Sociétés | Poste | Début |
|---|---|---|
Graybill Bartz Associates Ltd.
 Graybill Bartz Associates Ltd. Investment ManagersFinance Graybill employs a fundamental, research-driven approach to develop individual, diversified portfolios for their clients. This approach utilizes individual equity and fixed-income instruments to provide a balance between growth and income. The firm invests with a focus on conservative growth and capital preservation to navigate periods of volatility to help achieve long-term goals. | Directeur Général | 01/01/2000 |
Formation de Phil Karlson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Graybill Bartz Associates Ltd.
Graybill Bartz Associates Ltd. Investment ManagersFinance Graybill employs a fundamental, research-driven approach to develop individual, diversified portfolios for their clients. This approach utilizes individual equity and fixed-income instruments to provide a balance between growth and income. The firm invests with a focus on conservative growth and capital preservation to navigate periods of volatility to help achieve long-term goals. | Finance |
North Park University
 North Park University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
