Greg Karolich

About Greg Karolich

I collaborate with wirehouses, regional banks and independent broker-dealers in Florida, Georgia, South Carolina, Alabama, and Puerto Rico. Some of my clients include Morgan Stanley, UBS, Wells Fargo Advisors, Merrill Lynch, Truist, Charles Schwab, RBC, LPL, Mass Mutual, Cetera and NYL/Eagle. I also work with Investment Managers, Analysts and their Ultra-High Net Worth and Family Office clients in the Private Wealth divisions at these firms. I specialize in building portfolios through Separately Managed Accounts, Mutual Funds, and ETFs. My goal is to help advisors streamline their business by sourcing excellent third party managers. Our expertise on the investment side allows advisors to spend more time prospecting, growing and managing client relationships.

Experience

1. Associate Director Private Bank & Trust

   Zacks Investment Management

   Jan 2020 — Present · National, US

   I work with Foundations, Endowments, Private Wealth Advisors, Investment Managers, Investment Analysts and their Ultra-High Net Worth and Family Office clients. I help the Investment Committees and Advisors build and implement managed strategies within the Equity Sleeve of their clients\' investment portfolios.

Education

• University of Illinois Urbana-Champaign

  Bachelor of Science, Finance

  2005 — 2009

Skills

• Series 66
• Portfolio Management
• Staff Training
• Public Speaking
• Financial Services
• Etfs
• Asset Allocation
• Mutual Funds
• Zephyr Style Advisor
• Investment Strategies
• Alternative Investments
• Separately Managed Accounts
• Modern Portfolio Theory
• Wirehouse
• Financial Analysis
• Ria
• Salesforce.com
• Portfolio Optimization
• Investments
• Independent Brokerage
• Morningstar Workstation
• Series 7