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Philip Karlson joined Graybill, Bartz & Associates Ltd. as a principal in 2000 with primary responsibility for equity management and research. Since Steve’s passing in 2017, Phil has led the firm as President and Chief Investment Officer.
Philip B Karlson is President/Chief Invsmt Ofcr at Graybill Wealth Management Ltd. See Philip B Karlson's compensation, career history, education, & memberships.
- President/Chief Invsmt Ofcr
- Graybill Wealth Management Ltd
Chief Investment Officer at Graybill Bartz Associates Ltd., Discover Phil Karlson's known position history, network and 4 relationships. Find out about his known public assets.
President at Graybill Bartz Associates Ltd., Discover Phil Karlson's known position history, network and 4 relationships. Find out about his known public assets.
Graybill Wealth Management is an independent SEC Registered Investment Advisory firm serving individual and institutional clients since 1969. As a Registered Investment Advisor, the firm is held to a fiduciary standard, meaning we are legally required to put our clients’ best interests first.
Apr 26, 2024 · Philip Karlson is a Regional VP, Client Relations at Proctor Loan Protector based in Troy, Michigan. Philip received a Bachelor of Arts degree from Millersville University of Pennsylvania and a Master of Science from West Chester University of Pennsylvania.Read more.
Philip B. Karlson is Chief Compliance Officer at Graybill Bartz & Assoc Ltd, an investment advisor with 275.4 MM in AUM. Profile, performance, colleagues 13-F holdings.
