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Profil
Mr. Robert A. Karson is a Wealth Advisor at First Republic Investment Management, Inc. He is also Managing Director of the firm.
At First Republic, Mr. Karson provides investment consulting and wealth management services to individuals, families and philanthropic organizations.
Prior to joining First Republic, he served as Managing Director and Client Advisor at U.S.
Trust, where he started his tenure in 1984.
Mr. Karson’s nearly four decade career in the wealth management industry also includes positions at Spoor Behrens Campbell and Young (1982-1984) and Merrill Lynch (1979-1982), where he began his career serving as a Wealth Strategist.
Mr. Karson received a Bachelor’s degree in Accounting from Iona College.
Anciens postes connus de Robert Anthony Karson
| Sociétés | Poste | Fin |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Gestionnaire de Portefeuille-Actions | 01/07/2020 |
Spoor, Behrins, Campbell & Young Securities Corp.
 Spoor, Behrins, Campbell & Young Securities Corp. Investment ManagersFinance SBCY Securities attempts to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced or overpriced. Rather than focusing primarily on securities selection, the firm identifies an appropriate ratio of securities, fixed income, and cash suitable to the client’s investment goals and risk tolerance. | Corporate Officer/Principal | 31/12/1983 |
Merrill Lynch & Co., Inc.
 Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | 31/12/1980 |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance Provides banking services | Corporate Officer/Principal | - |
Formation de Robert Anthony Karson
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97
Relations au 1er degré
5
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Finance |
Spoor, Behrins, Campbell & Young Securities Corp.
Spoor, Behrins, Campbell & Young Securities Corp. Investment ManagersFinance SBCY Securities attempts to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced or overpriced. Rather than focusing primarily on securities selection, the firm identifies an appropriate ratio of securities, fixed income, and cash suitable to the client’s investment goals and risk tolerance. | Finance |
Iona College
 Iona College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
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