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Who We Are


Steven M. Bartz, President and Chief Investment Officer

Steven M. Bartz, President and Chief Investment Officer

Steve is responsible for overseeing all aspects of the investment management process. He previously worked for a management consulting firm and spent over 16 years at Continental Bank/Bank of America where he was a Vice President and a manager in the Institutional Investment Management division. He earned his B.A. degree in finance from the University of Illinois – Champaign, and an M.B.A. in investment finance from DePaul University. Steve is a Registered Investment Advisor with 30 years of investment experience.


   

Philip B. Karlson, CFA, Executive Vice President and Chief Equity Strategist

Philip B. Karlson, CFA, Executive Vice President and Chief Equity Strategist

Phil joined Graybill, Bartz & Associates in 2000 and is a principal of the firm. He previously worked at Bank of America for 10 years where he was a Senior Vice President. Phil worked in an advisory role with institutional clients on cash, investment grade bonds, equities, and asset allocation. Phil earned his B.A. in economics and finance from North Park College. In addition to having a CFA designation, he is a member of the CFA Society of Chicago and the CFA Institute.


   

Donald M. Canfield, Executive Vice President

Donald M. Canfield, Executive Vice President

Don joined Graybill, Bartz & Associates in 2004 and is a principal of the firm. He was a Senior Vice President with 26 years of experience at Bank of America. Don managed an investment group responsible for $10 billion in assets. He earned his B.B.A. with High Honors from the University of Notre Dame and an M.B.A. from the University of Chicago.


   

Gary Dhein, Executive Vice President

Gary R. Dhein, CFA, Executive Vice President & Chief Fixed Income Strategist

Gary joined the firm in 2009 and is responsible for fixed income investments. He has over 30 years of experience in fixed income credit analysis and portfolio management, first at Continental Bank and for 12 years at Chicago Asset Management. Gary has a B.A. from Loyola University, Chicago and an M.B.A. from the University of Chicago. In addition to having a CFA designation, he is a member of the CFA Society of Chicago and the CFA Institute.

 

©2015 Graybill, Bartz, & Associates, Ltd.
135 S. Cottage Hill  |  Elmhurst, IL 60126  |  Phone: 630.941.9460  |  Fax: 630.832.3491  |  Email: info@graybillbartz.com