Profile
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.
Phil Karlson active positions
| Companies | Position | Start |
|---|---|---|
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 | 1999-12-31 |
Training of Phil Karlson
| North Park University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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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- Phil Karlson
