Perfil
Mr. Philip B.
Karlson, CFA, is a President & Chief Investment Officer at Graybill Bartz Associates Ltd.
He oversees all aspects of the investment management process.
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.
He has CFA.
designation.
Cargos activos de Phil Karlson
| Empresas | Cargo | Inicio |
|---|---|---|
Graybill Bartz Associates Ltd.
 Graybill Bartz Associates Ltd. Investment ManagersFinance Graybill Bartz & Associates Ltd. (GBA) is an independent registered investment advisor headquartered in Elmhurst, Illinois. The firm was founded by Bob Graybill in 1969 as R.W. Graybill Ltd. GBA provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and trust accounts. | Presidente | 01/01/2000 |
Formación de Phil Karlson.
| North Park University | Undergraduate Degree |
Experiencias
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Empresas cotizadas
Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
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Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
Graybill Bartz Associates Ltd.
Graybill Bartz Associates Ltd. Investment ManagersFinance Graybill Bartz & Associates Ltd. (GBA) is an independent registered investment advisor headquartered in Elmhurst, Illinois. The firm was founded by Bob Graybill in 1969 as R.W. Graybill Ltd. GBA provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and trust accounts. | Finance |
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