Profiel
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.
Actieve functies van Phil Karlson
| Bedrijven | Functie | Begin |
|---|---|---|
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. | President | 01-01-2000 |
Opleiding van Phil Karlson
| North Park University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
