Prior to joining Cerity Partners, he was a Managing Director and Senior Investment Specialist with J.P. Morgan Private Banking, where he ranked among the nation's top investment advisors by Barron's magazine.* Earlier in his career, Karim held senior investment and wealth management positions with Coutts & Co and UBS AG in the UK.
Karim received his Bachelor of Arts degree from the College of William & Mary and his Master of Management degree from the Kellogg School of Management at Northwestern University. He is a CFA® charterholder and member of the CFA Institute, CFA Society of Chicago and CFA Society of the UK.
Karim currently serves on the boards, and professional advisory committees of several non-profit organizations focused on arts, culture, education and economic development. He is a member of the Wealth Management Advisory Board at DePaul University; an active supporter of William & Mary's Mason School of Business, and a regular guest lecturer at the undergraduate and graduate levels at both institutions.