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Biography

Karim is a Partner and investment advisor in the Cerity Partners Chicago office. He has over thirty years of experience serving the complex needs of wealthy families, corporate executives, business owners, and charitable organizations.  Karim is a member of the Cerity Partners Investment Committee and has served in various roles, including investment strategist and head of manager selection, during which he was instrumental in building out the firm’s alternative investment platform.

Prior to joining Cerity Partners, Karim was a managing director and senior investment specialist with J.P. Morgan Private Banking. Earlier in his career, Karim held senior investment and wealth management positions in the UK with Coutts & Co and UBS AG.

Learn more about my practice.

Education

  • B.A. from College of William & Mary
  • Master of Management from the Kellogg School of Management at Northwestern University

Highlights

  • Chartered Financial Analyst<sup®
  • Member of the CFA Institute
  • Member of the CFA Society of Chicago
  • Member of the CFA Society of the UK
  • Board member of Ingenuity, Inc and CapitalPlus Exchange, non-profit organizations focused on delivering arts education and economic development respectively
  • Member of the Wealth Management Advisory Board at DePaul University
  • Currently serves on the boards, and professional advisory committees of several non-profit organizations focused on arts, culture, education and economic development
  • Chairs the investment committee of the William & Mary Business School Foundation
  • Regular guest lecturer and active supporter at the undergraduate and graduate levels at DePaul University and William & Mary’s Mason School of Business

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.