David Karp Email & Phone Number
Co-Founder and Senior Managing Director @ Cresset
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David Karp Location
- Washington, DC, US
David Karp Work
- 2020 -now Co-Founder and Senior Managing Director @
- 2016 -2020 Founding Partner @
- 1996 -2011 Senior Vice President @ Merrill Lynch Private Banking and Investment Group
- 1994 -1996 Assistant Vice President @
- 1990 -1991 Investment Banking @
- 1989 -1990 Equity Research Analyst @
David Karp Education
- American University 1988-1992
David Karp Skills
- Portfolio Management
- Private Portfolio Management
- Customized Hedging Transactions
- Performance Review
- Due Dilligence
- Strategic Financial Modeling
- Capital Preservation
- Lifestyle Visibility Analysis
- Tax Minimization
- Private Investments
- Tax Solutions
- Estate Modeling
- Family 360
- Client Relationship Management
- Optimize Client Experience
- Customized Risk Management
David Karp Summary
- David Karp, based in Washington, DC, US, is currently a Co-Founder and Senior Managing Director at Cresset. David Karp brings experience from previous roles at PagnatoKarp | Cresset Family Office, Merrill Lynch Private Banking and Investment Group, Morgan Stanley and Jefferies. David Karp holds a 1988 - 1992 American University. With a robust skill set that includes Portfolio Management, Private Portfolio Management, Customized Hedging Transactions, Performance Review, Due Dilligence and more. David Karp has 2 emails and 1 mobile phone numbers on RocketReach.
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Matthew Teich
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David Karp
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Jon Baldwin
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