Thomas Karsten Email and Phone Number
Thomas Karsten work email
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Thomas Karsten personal email
As the Managing Partner at Cerity Partners, I leverage my 30+ years of experience in financial advisory, planning, and services to provide unique and customized solutions for entrepreneurs, executives, and professional athletes. I help my clients manage their family's financial and business affairs with a turnkey approach that integrates investment management, tax planning, estate planning, risk management, and philanthropy.I also serve on the National Partner Development Committee at Cerity Partners, where I work with RIA owners who are looking for a solution for their future, whether that be growth and expansion, or succession and liquidity. I joined Cerity Partners in 2019, after merging my firm, Karsten Advisors, which I founded and led as President and CIO for 26 years. My mission is to empower my clients and partners with the best financial advice and guidance possible, while upholding the highest standards of integrity, excellence, and trust.
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Managing PartnerCerity Partners Apr 2019 - PresentNew York, Ny, Us
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PartnerCerity Partners Jan 2021 - Feb 2023New York, Ny, Us
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Partner & Market Leader For Texas & ColoradoCerity Partners Apr 2019 - Feb 2023New York, Ny, Us
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Market Leader, Texas & ColoradoCerity Partners Apr 2019 - Apr 2019New York, Ny, UsWe serve a diverse group of high-net-worth individuals and families with simple to complex financial goals including; Business Owners, Executives, Professional Athletes and Entertainers.Think of us as your outsourced family office, where you have access to the expertise necessary to help meet your goals.
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Schwab Advisor NetworkCharles Schwab Jan 2020 - Feb 2021Westlake, Texas, Us -
President & CioKarsten Advisors Dec 1992 - Mar 2019Karsten Advisors is a second generation firm that provides estate, tax, investment and family office services to individuals in the Dallas Fort Worth area.
Thomas Karsten Skills
Thomas Karsten Education Details
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University Of HoustonKinesiology -
Texas Christian UniversityFinance And Financial Management Services
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Texas Christian UniversityFinance
Frequently Asked Questions about Thomas Karsten
What company does Thomas Karsten work for?
Thomas Karsten works for Cerity Partners
What is Thomas Karsten's role at the current company?
Thomas Karsten's current role is Managing Partner @ Cerity Partners | Financial Advisory.
What is Thomas Karsten's email address?
Thomas Karsten's email address is to****@****ial.com
What schools did Thomas Karsten attend?
Thomas Karsten attended University Of Houston, Texas Christian University, Texas Christian University.
What are some of Thomas Karsten's interests?
Thomas Karsten has interest in Marathon Running, Golf And Travel.
What skills is Thomas Karsten known for?
Thomas Karsten has skills like 401k, Relationship Management, Financial Advisory, Strategic Financial Planning, Mutual Funds, Tax Preparation, Marketing Strategy, Financial Services, Brokerage, Financial Analysis, Finance, Securities.
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