Mark Karstrom

Wealth Management Advisor

Since 2010, Mark Karstrom has been working in Kenilworth Asset Management located 62, 62. Mark is a proficient Exec. Vice President with over 43 years of work experience. According to Mark's resume and work profile, Mark Karstrom has worked at more than 11 companies with diverse backgrounds and gained different skills. Mark attended school at the The University of Chicago - Booth School of Business from 2004 to 2006. Mark can be found in Chicago, Illinois – where this person is currently located. You can search for the professional's phone number and email. We can also provide you with detailed contact information upon request.
Name variants:
Marc Karstrom, Marcus Karstrom, Markus Karstrom, Marquis Karstrom, Mark Karstrom
Last updated May 29, 2024

Contact Information

Last Update
Jul 7, 2022
Email
ma**@ubs.com, mk**@danoyes.com, ma**@kenilworthasset.com
Location
Chicago, IL

Workplace

Exec. Vice President

Kenilworth, IL

Industry

Investment Management, Investment Advisory Service, Management Consulting Services Insurance Agent/Broker, Financial Advisor, Real Estate Agents, Investment Advice

Work History

Exec. Vice President

Kenilworth Illinois
Kenilworth Asset management is a RIA for High Net Worth individuals and business owners. We provide all the services of a multi-family office, and specialize in portfolio management, benefit...
from Jul 2010

Sr. Vice President

Developed network into HNW Private Equity area to facilitate presentation and sale of private equity investments. Made significant contributions to the presentation and placement of our Bio-...
May 2009 — Jul 2010

Financial Advisor

Licensed Series 7&66 Developed a $10,000,000 business with individuals, business owners, and retirement plans. Lead branch in net new assets Q1 2009 Executed a three prong marketing ap...
Jan 2006 — Apr 2009

Portfolio Manager, Principal Global Investors

Portfolio manager for ($2 billion) mortgage composite. Investment strategy group member and responsible for broad based fixed income policy for structured securities and managing mortgage s...
Jan 2001 — Jan 2005

Vice-President-Senior Portfolio Manager, Insurance Group

Insurance Portfolio Management Group Member implementing the broad based fixed income policy and directing sector managers and strategies in large insurance company portfolios ($5 billion). ...
Jan 1999 — Jan 2000

Senior Vice President-Fund Manager

Fund manager with a mortgage focus managing the ABN-AMRO Intermediate Government Fund ($40 million) team member on the ABN-AMRO Fixed Income Fund ($170 million) and portfolio manager for ins...
Jan 1996 — Jan 1999

Senior team member and strategist

Private client portfolio manager applying contrarian equity and interest rate anticipation bond strategies.
May 1988 — Jun 1996

Vice President-Fund Manager

Fixed- Income Portfolio Manager
Jan 1992 — Jan 1996

Vice President

Personal Trust Portfolio manager
1985 — 1996

Fund Manager

$150 million), Norwest Advantage Income Fund ($129 million), Norwest Government Income Fund ($160 million) and Norwest Intermediate Maturity Government Fund ($230 million). Named Bank Propri...
Jan 1993 — Jan 1994

Assistant Vice President-Portfolio Manager

$76 million), Altura Government Income Fund ($54 million) and personal trust portfolio manager for 30 individual accounts ($40 million). Produced #1 ranking fund in Lipper "A" rated category...
Jan 1985 — Jan 1992

Occupations

Advisor
Executive
Vice President
Artist
Model
Chief Executive

Skills

Portfolio Management
Alternative Investments
Asset Allocation
Investments
Asset Management
Finance
Equities
Asset Managment
Mutual Funds
Investment Strategies
Fixed Income
Wealth Management
Securities
Investment Banking
Strategy
Investment Management
Project Planning
Private Equity
Trading
Valuation
Bonds
Hedge Funds
Retirement Planning
Financial Services
Investment Advisory
Emerging Markets
Wealth
Retirement
Etfs
Estate Planning
Insurance
Structured Products
Private Placements
Iras
Structured Finance
Planning
Ira's
Wealth Management Services

FAQs about Mark Karstrom

What's the main profession of Mark Karstrom?

Mark is a Wealth Management Advisor.

What are the main profession of This expert?

These person's professions are Advisor

Where does Mark Karstrom currently live?

Mark Karstrom currently lives in Chicago, Illinois.

Does Mark Karstrom have the email address?

ma**@ubs.com and mk**@danoyes.com is Mark Karstrom's email address.

Where did Mark Karstrom work?

The professional worked at Kenilworth Asset Management, Chicago Investment Group Inc.

Does Mark Karstrom have personal webpage or blog?

This professional`s website is http://www.kenilworthasset.com.

What education does Mark Karstrom have?

Mark studied at the University of Chicago - Booth School of Business from 2004 to 2006.

Are there any industries Mark Karstrom is connected to?

Mark works in Investment Management industry.
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