Profil
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.
Aktive Positionen von Phil Karlson
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Präsident | 01.01.2000 |
Ausbildung von Phil Karlson
| North Park University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
