Profile
Mr. Skip R.
Karetsky is Shareholder & Wealth Manager at Wetherby Asset Management, Inc. He became a shareholder of Wetherby Asset Management in 2004 after forming The Karetsky Group, LLC, a wealth management advisory firm, in 2003.
Prior to joining Wetherby Asset Management, Mr. Karetsky was a Managing Director and Principal of European Investors, a real estate securities asset management firm.
In his tenure at Morgan Stanley he became Global Head of Private Client Services, a member of the Equity Division Operating Committee and in earlier years had management responsibility in the International Equity and Global Services Departments.
He also was a Managing Director and member of the Management Committee at OFFITBANK, a private trust bank specializing in fixed income asset management.
He began his career at Goldman Sachs and was a founder of the Restricted Stock Group within the Institutional Equities Department.
Mr. Karetsky received an MBA from Columbia Business School and a BA from Yale.
He is a member of the Board of Directors and Investment Committees of St. Mary's Healthcare System for Children and the American Jewish Historical Society.
He is also on the Board of Directors of Harding, Loevner Funds, Inc., a mutual fund complex.
Former positions of Samuel Richard Karetsky
| Companies | Position | End |
|---|---|---|
EII Capital Management, Inc.
 EII Capital Management, Inc. Investment ManagersFinance EII Capital Management, Inc. (EII) is an investment management firm headquartered in New York City. The firm was founded by Christian Lange and Richard Adler in 1983 as European Investors, Inc. They are a wholly-owned subsidiary of EII Capital Holding, Inc. EII provides real estate securities portfolio management services to US and non-US clients and entities. | Corporate Officer/Principal | 30/12/2002 |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | 31/12/1969 |
| OFFITBANK Holdings, Inc. | Corporate Officer/Principal | - |
| MORGAN STANLEY | Corporate Officer/Principal | 31/12/1993 |
Training of Samuel Richard Karetsky
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| Yale University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Private companies | 3 |
|---|---|
EII Capital Management, Inc.
EII Capital Management, Inc. Investment ManagersFinance EII Capital Management, Inc. (EII) is an investment management firm headquartered in New York City. The firm was founded by Christian Lange and Richard Adler in 1983 as European Investors, Inc. They are a wholly-owned subsidiary of EII Capital Holding, Inc. EII provides real estate securities portfolio management services to US and non-US clients and entities. | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
| OFFITBANK Holdings, Inc. | Finance |
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