Beginning in 1969...
Bob Graybill’s growth stock investment philosophy helped investors through insightful newsletters and individually managed accounts. Sharing the same philosophy, integrity, and commitment to clients, Steven Bartz and Bob Graybill joined forces in 1996. The company’s name was changed to reflect this strong partnership. Philip Karlson joined Graybill, Bartz & Associates Ltd. as a principal in 2000 with primary responsibility for equity management and research. Since Steve’s passing in 2017, Phil has led the firm as President and Chief Investment Officer. In 2022, as the firm and marketplace have evolved, we rebranded to Graybill Wealth Management.
TEAM LEADERSHIP
Philip B. Karlson, CFA
President & Chief Investment Officer
Phil has been with the firm since 2000 and oversees 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 and the CFA Institute.
Contact Phil
630-941-9460
pkarlson@graybillwealth.com
TEAM LEADERSHIP
Donald M. Canfield
Executive Vice President
Don joined Graybill, Bartz & Associates in 2004 and is a principal of the firm. Don also serves as the firm's compliance and operations specialist. 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.
Contact Don
630-941-9460
dcanfield@graybillwealth.com
TEAM LEADERSHIP
David M. Canfield, CFA
Director of Research
David joined the firm in 2017 and is responsible for monitoring current investments for continued performance and researching new investment ideas. He has over 15 years of experience in the financial services industry, most recently in corporate strategy for Discover Financial Services.
David has a B.A. from the University of Illinois Urbana-Champaign and a M.B.A. from the University of Michigan. In addition to having a CFA designation, he is a member of the CFA Society of Chicago and the CFA Institute.
Contact David
630-941-9460
davidcanfield@graybillwealth.com
Graybill Operations
