Karim is a Partner in the Chicago office and has more than thirty years of experience in providing investment advisory and wealth management services to affluent families, corporate executives, business owners, and charitable organizations. He leads the firm’s manager selection activities and authors the firm’s quarterly market outlook. Additionally, in his role as investment strategist, Karim works to identify key investment themes and trends and to develop and implement the appropriate strategic and tactical positioning for client portfolios. He is a member of the Investment Management Committee and leads the Manager Selection Committee.
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.
Get the latest insights and analysis from our investment team delivered right to your inbox.