Christopher Karlin, Cfa

Christopher Karlin, Cfa Email and Phone Number

Investment Management @ Associated Bank
Christopher Karlin, Cfa's Location
Green Bay, Wisconsin, United States, United States
Christopher Karlin, Cfa's Contact Details

Christopher Karlin, Cfa personal email

n/a
About Christopher Karlin, Cfa

Aquitania Capital Management is an independent Registered Investment Advisor in Austin, Texas that serves select individuals and families across the country.We are fiduciary advisors who always put your interests first, and we are committed to keeping your trust through our consistent actions and transparent communications.For almost a decade, my firm has been providing peace of mind to our clients though a time-tested, straightforward investment approach and an exceptional level of personalized client service.Aquitania specializes in finding unique companies around the world that we believe will be able to compound capital at exceptional rates over many years. We expect to earn superior returns in most economic conditions by purchasing stock in these companies when they are attractively priced.We are not traders or speculators. Our time is focused on analyzing industries, businesses, and managements to identify long-term value creators.This proven method to grow wealth is simple to articulate, but not easy to effectuate.It takes the diligence to scour the world to find these companies, the commitment to act decisively when they are attractively priced, and the patience to ignore the noise and hold them for extended periods.I have been investing professionally for 25 years and have worked for some of the most respected firms in the business, serving the investment needs of large institutions and the ultra-wealthy.I founded Aquitania to provide similar investment solutions and highly attentive service to individuals and families like you who have amassed significant wealth but are often left underserved by the options and the conflicts present at many brokers and advisors.Our sole compensation is via a simple fee that is a percentage of your account value. We do not accept any commissions or back end payments from outside parties.Aquitania cultivates a select client base so that we can implement a strategic investment plan and personalized portfolio based on your long-term goals and risk tolerance.To best serve our clients, we can only work with people who understand, appreciate, and are committed to our style of investment management to grow their capital over decades.If a businesslike approach to investing and a firm that puts you first sounds like a welcome change, reach out today to start a conversation with us.We will discuss the specifics of your financial life including your goals and investments and offer our independent assessment of your current situation at no cost or obligation to you.

Christopher Karlin, Cfa's Current Company Details
Associated Bank

Associated Bank

View
Investment Management
Christopher Karlin, Cfa Work Experience Details
  • Associated Bank
    Senior Vice President, Portfolio Manager
    Associated Bank May 2024 - Present
    Green Bay, Wisconsin, Us
    Portfolio manager of individual and institutional investment accounts.
  • Aquitania Capital Management, Llc
    Chief Investment Officer
    Aquitania Capital Management, Llc May 2007 - Mar 2024
    Aquitania specializes in finding unique companies around the world that we expect will be able to compound capital at exceptional rates over many years. We expect to earn superior returns in most economic conditions by purchasing stock in these companies when they are attractively priced.We are not traders or speculators. Our time is focused on analyzing industries, businesses, and managements to identify long-term value creators.This proven method to grow wealth is simple to articulate, but not easy to effectuate.It takes the diligence to scour the world to find these companies, the commitment to act decisively when they are attractively priced, and the patience to ignore the noise and hold them for extended periods.
  • First Pacific Advisors
    Vice President - Senior Research Analyst
    First Pacific Advisors Jul 2006 - Apr 2007
  • Family Office
    Portfolio Manager
    Family Office May 2004 - Jun 2006
  • Kestrel Investment Management
    Equity Research Analyst
    Kestrel Investment Management Dec 2001 - May 2004
  • Fairview Capital
    Portfolio Manager/Research Analyst
    Fairview Capital Nov 1998 - Dec 2000
    West Hartford, Ct, Us
  • Farallon Capital Management
    Investment Analyst
    Farallon Capital Management Jun 1997 - Aug 1997
    San Francisco, Ca, Us
  • Barclays Global Investors
    Manager
    Barclays Global Investors Feb 1991 - Jan 1996
    New York, Ny, Us

Christopher Karlin, Cfa Skills

Alternative Investments Hedge Funds Equities Portfolio Management Investments Securities Asset Management Valuation Equity Research Investment Management Mergers And Acquisitions Financial Modeling Investment Strategies Capital Markets Asset Allocation Financial Analysis Equity Valuation Corporate Finance Bloomberg Credit Analysis Options Private Equity Value Investing Mutual Funds Strategy Research Fixed Income Due Diligence Business Strategy Business Development Microsoft Excel Sales Presentations High Yield Special Situations Industry Analysis Fundamental Research New Business Development Capital Raising Investment Portfolios Emerging Markets

Christopher Karlin, Cfa Education Details

  • Yale School Of Management
    Yale School Of Management
    Finance & Strategy
  • University Of Wisconsin-Madison
    University Of Wisconsin-Madison
    Investments & Banking
  • Marquette University High School
    Marquette University High School

Frequently Asked Questions about Christopher Karlin, Cfa

What company does Christopher Karlin, Cfa work for?

Christopher Karlin, Cfa works for Associated Bank

What is Christopher Karlin, Cfa's role at the current company?

Christopher Karlin, Cfa's current role is Investment Management.

What is Christopher Karlin, Cfa's email address?

Christopher Karlin, Cfa's email address is ch****@****cap.com

What schools did Christopher Karlin, Cfa attend?

Christopher Karlin, Cfa attended Yale School Of Management, University Of Wisconsin-Madison, Marquette University High School.

What skills is Christopher Karlin, Cfa known for?

Christopher Karlin, Cfa has skills like Alternative Investments, Hedge Funds, Equities, Portfolio Management, Investments, Securities, Asset Management, Valuation, Equity Research, Investment Management, Mergers And Acquisitions, Financial Modeling.

Who are Christopher Karlin, Cfa's colleagues?

Christopher Karlin, Cfa's colleagues are Surinder Gill, Dan Leveritt, Deekshith S, Karrie Cunningham, Deborah Lisko, Barbara Borowski, Mark Rabas.

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