Stephen M. Karp
Profile
Mr. Karp joined Coyle Co. in 1991.
He has been involved in the financial services industry for several years, specializing in working with high net worth individuals and business owners in formulating their financial and estate plans.
He earned a degree in Economics and Finance from the Wharton School, University of Pennsylvania.
In addition, he has acquired advanced professional designations in the financial services industry which provide significant value to his clientele.
Former positions of Stephen M. Karp
| Companies | Position | End |
|---|---|---|
The Coyle Co.
 The Coyle Co. Investment ManagersFinance The Coyle Co. (Coyle) is an independent wealth management firm headquartered in Needham, Massachusetts. The firm was founded by David Coyle in 1981. Coyle designs and manages sophisticated life insurance portfolios that help give ultra–affluent families the ability to distribute their wealth and assets as they intend. | Private Equity Analyst | 03/01/2011 |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
The Coyle Co.
The Coyle Co. Investment ManagersFinance The Coyle Co. (Coyle) is an independent wealth management firm headquartered in Needham, Massachusetts. The firm was founded by David Coyle in 1981. Coyle designs and manages sophisticated life insurance portfolios that help give ultra–affluent families the ability to distribute their wealth and assets as they intend. | Finance |
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- Stephen M. Karp
