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Who We Are


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

Philip B. Karlson, CFA, President & Chief Investment Officer

Phil has been with the firm since 2000 and overseas all aspects of the investment management process. Before assuming these responsibilities in 2017, Phil was responsible for equity portfolio management and research. He previously worked at Bank of America for 10 years where he was a Senior Vice President. 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.


   

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.

 

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135 S. Cottage Hill  |  Elmhurst, IL 60126  |  Phone: 630.941.9460  |  Fax: 630.832.3491  |  Email: info@graybillbartz.com