Stephen M. Karp
Plus aucun poste en cours
Profil
Mr. Karp joined Coyle Co. in 1991.
He has been involved in the financial services industry for several years, specializing in working with high net worth individuals and business owners in formulating their financial and estate plans.
He earned a degree in Economics and Finance from the Wharton School, University of Pennsylvania.
In addition, he has acquired advanced professional designations in the financial services industry which provide significant value to his clientele.
Anciens postes connus de Stephen M. Karp
| Sociétés | Poste | Fin |
|---|---|---|
The Coyle Co.
 The Coyle Co. Investment ManagersFinance The Coyle Co. (Coyle) is an independent wealth management firm headquartered in Needham, Massachusetts. The firm was founded by David Coyle in 1981. Coyle designs and manages sophisticated life insurance portfolios that help give ultra–affluent families the ability to distribute their wealth and assets as they intend. | Analyste en capital-investissement | 04/01/2011 |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
The Coyle Co.
The Coyle Co. Investment ManagersFinance The Coyle Co. (Coyle) is an independent wealth management firm headquartered in Needham, Massachusetts. The firm was founded by David Coyle in 1981. Coyle designs and manages sophisticated life insurance portfolios that help give ultra–affluent families the ability to distribute their wealth and assets as they intend. | Finance |
