![Phil Karlson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Phil Karlson
Chief Executive Officer at
Graybill Bartz Associates Ltd.
Profile
Mr. Philip B. Karlson, CFA, is a President & Chief Investment Officer at Graybill Wealth Management Ltd. He has been with the firm since 2000 and oversees all aspects of the investment management process.
Before assuming these responsibilities in 2017, he was responsible for equity portfolio management and research.
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.
In addition to having a CFA designation, he is a member of the CFA Society of Chicago and the CFA Institute.
Phil Karlson active positions
| Companies | Position | Start |
|---|---|---|
Graybill Bartz Associates Ltd.
 Graybill Bartz Associates Ltd. Investment ManagersFinance Graybill employs a fundamental, research-driven approach to develop individual, diversified portfolios for their clients. This approach utilizes individual equity and fixed-income instruments to provide a balance between growth and income. The firm invests with a focus on conservative growth and capital preservation to navigate periods of volatility to help achieve long-term goals. | Chief Executive Officer | 01/01/2000 |
Training of Phil Karlson
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
3
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Graybill Bartz Associates Ltd.
Graybill Bartz Associates Ltd. Investment ManagersFinance Graybill employs a fundamental, research-driven approach to develop individual, diversified portfolios for their clients. This approach utilizes individual equity and fixed-income instruments to provide a balance between growth and income. The firm invests with a focus on conservative growth and capital preservation to navigate periods of volatility to help achieve long-term goals. | Finance |
North Park University
 North Park University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Stock Market
- Insiders
- Phil Karlson
