Senior Vice President, Portfolio Manager
CurrentPortfolio manager of individual and institutional investment accounts.
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Christopher Karlin, Cfa is listed as Investment Management at Associated Bank, based in Green Bay, Wisconsin, United States. AeroLeads shows a work email signal at pinterest.com and a matched LinkedIn profile for Christopher Karlin, Cfa.
Christopher Karlin, Cfa previously worked as Senior Vice President, Portfolio Manager at Associated Bank and Chief Investment Officer at Aquitania Capital Management, Llc. Christopher Karlin, Cfa holds Mba, Finance & Strategy from Yale School Of Management.
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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.
Listed skills include Alternative Investments, Hedge Funds, Equities, Portfolio Management, and 36 others.
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Green Bay, Wisconsin, Us
Portfolio manager of individual and institutional investment accounts.
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.
Other employees you can reach at associatedbank.com. View company contacts →
James Plutchak
Colleague at Associated BankMadison, Wisconsin, United States
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Crystal Harris
Colleague at Associated BankGreater Milwaukee, United States
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Andrea Frailing
Colleague at Associated BankGreen Bay, Wisconsin, United States
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Gina Atchison
Colleague at Associated BankGreen Bay, Wisconsin, United States
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Ian Farrell
Colleague at Associated BankPine Island, Minnesota, United States
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Mariah Veeser
Colleague at Associated BankAppleton-Oshkosh-Neenah Area, United States
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Donna Collette
Colleague at Associated BankDe Pere, Wisconsin, United States
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Jess Norman
Colleague at Associated BankChicago, Illinois, United States
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Amy Sieminski, Ctp, Aap
Colleague at Associated BankGreen Bay, Wisconsin, United States
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John Rent
Colleague at Associated BankMinneapolis, Minnesota, United States
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Christopher Karlin, Cfa works for Associated Bank.
Christopher Karlin, Cfa is listed as Investment Management at Associated Bank.
AeroLeads has found 1 work email signal at @pinterest.com for Christopher Karlin, Cfa at Associated Bank.
Christopher Karlin, Cfa is based in Green Bay, Wisconsin, United States while working with Associated Bank.
Christopher Karlin, Cfa has worked for Associated Bank, Aquitania Capital Management, Llc, First Pacific Advisors, Family Office, and Kestrel Investment Management.
Christopher Karlin, Cfa's colleagues at Associated Bank include James Plutchak, Crystal Harris, Andrea Frailing, Gina Atchison, and Ian Farrell.
You can use AeroLeads to view verified contact signals for Christopher Karlin, Cfa at Associated Bank, including work email, phone, and LinkedIn data when available.
Christopher Karlin, Cfa holds Mba, Finance & Strategy from Yale School Of Management.
Christopher Karlin, Cfa is listed with skills including Alternative Investments, Hedge Funds, Equities, Portfolio Management, Investments, Securities, Asset Management, and Valuation.
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