Profilo
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.
Posizioni attive di Phil Karlson
| Società | Posizione | Inizio |
|---|---|---|
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 |
Formazione di Phil Karlson
| North Park University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
- Borsa valori
- Insiders
- Phil Karlson
