Profile
James Peter Karlis worked as a Research Associate at Lehman Brothers, a Research Assistant at Lincoln Equity Management LLC, and a Senior Auditor at ABN AMRO, Inc. He then worked as a Partner & Associate Portfolio Manager at William Blair & Co. LLC (Investment Management) from 2007 to 2021.
Karlis received an undergraduate degree from the University of Illinois.
Former positions of James Peter Karlis
| Companies | Position | End |
|---|---|---|
William Blair & Co. LLC (Investment Management)
William Blair & Co. LLC (Investment Management) Investment ManagersFinance William Blair-IM is an active investment manager that utilizes a variety of methods and strategies to make investment decisions and recommendations. When evaluating investment opportunities, they employ fundamental and technical research methods using various resources. | Analyst-Equity | 2007-05-31 |
ABN AMRO, Inc.
ABN AMRO, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Lincoln Equity Management LLC
Lincoln Equity Management LLC Investment Banks/BrokersFinance LEM is a large-cap growth manager. They use bottom-up analysis and benchmark against the Russell 1000 Growth index. | Analyst-Equity | 2005-02-27 |
Training of James Peter Karlis
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Lincoln Equity Management LLC
Lincoln Equity Management LLC Investment Banks/BrokersFinance LEM is a large-cap growth manager. They use bottom-up analysis and benchmark against the Russell 1000 Growth index. | Finance |
ABN AMRO, Inc.
ABN AMRO, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Illinois
University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
William Blair & Co. LLC (Investment Management)
William Blair & Co. LLC (Investment Management) Investment ManagersFinance William Blair-IM is an active investment manager that utilizes a variety of methods and strategies to make investment decisions and recommendations. When evaluating investment opportunities, they employ fundamental and technical research methods using various resources. | Finance |
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