In September 2019, Karl earned the title of Private Wealth Financial Advisor. In this capacity, the focus of Karl’s practice is on helping sophisticated clients who have unique financial needs that often span generations.

Background and education

After earning his BA in Economics from Franklin and Marshall College, Karl began his career as a Financial Consultant at EF Hutton in 1983. Karl continued his career at Merrill Lynch and joined Wells Fargo Advisors in 2008.

Karl’s approach begins by listening to his clients to identify their objectives, time horizons and risk tolerance. Then he develops a strategic asset allocation and construct personalized investment portfolios based on each client’s unique risk tolerance, time horizon, growth and liquidity needs.

Karl earned his Certified Investment Management Analyst (CIMA^®) designation from the Wharton Business School. The CIMA^® is an advanced technical portfolio construction certification for investment professionals.

Away from the office

Karl enjoys spending time with his family at Lake George and Saratoga during the summer. In the winter, he has been a volunteer ski instructor for the Double H Ranch Adaptive Winter Sports Program in Lake Luzerne, NY.

Karl is the Past-Chairman of the Pastoral Council for the Parish of Mater Christi in Albany, NY and a current trustee emeritus of the Hyde Collection in Glens Falls, NY. Resident State - New York.

CA Insurance License: 0N02300 resident state, NY