Thomas Karsten Email & Phone Number
Managing Partner @ Cerity Partners
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Thomas Karsten Location
- Texas, United States
Thomas Karsten Work
- Managing Partner @ (April 2019 - Present)
- Partner @ (January 2021 - February 2023)
- Partner and Market Leader for Texas and Colorado @ (April 2019 - February 2023)
- Market Leader, Texas and Colorado @ (April 2019 - April 2019)
- Schwab Advisor Network @ (January 2020 - February 2021)
- President and CIO @ Karsten Advisors (December 1992 - March 2019)
Thomas Karsten Education
- Texas Christian University
MBA (Finance)
1993-1996 - Texas Christian University
Master of Business Administration - MBA (Finance and Financial Management Services)
1993-1995 - University of Houston
B.S. (Kinesiology)
1988-1992
Thomas Karsten Skills
- 401k
- Brokerage
- Estate Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Services
- Marketing Strategy
- Mutual Funds
- Relationship Management
- Securities
- Strategic Financial Planning
- Tax Preparation
Thomas Karsten Summary
- Thomas Karsten, based in Texas, United States, is currently a Managing Partner at Cerity Partners. Thomas Karsten brings experience from previous roles at Cerity Partners and Charles Schwab. Thomas Karsten holds a 1993 - 1996 MBA in Finance @ Texas Christian University. With a robust skill set that includes 401k, Brokerage, Estate Planning, Finance, Financial Advisory and more. Thomas Karsten has 2 emails and 2 mobile phone numbers on RocketReach.
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