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 seeks to achieve long-term capital appreciation through the appreciation of the securities invested in privately owned US commercial real estate and publicly traded global real estate. Their investment strategies are focused on publicly traded US REITs and US Preferred Income securities. Within these two asset classes, the firm deploys a top-down active investment approach that involves selecting individual securities from a broad universe of opportunities. | Corporate Officer/Principal | 31/12/2002 |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/1969 |
OFFITBANK Holdings, Inc.
OFFITBANK Holdings, Inc. Financial ConglomeratesFinance Bank holding company | Corporate Officer/Principal | - |
| MORGAN STANLEY | Corporate Officer/Principal | 01/01/1994 |
Training of Samuel Richard Karetsky
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
| Private companies | 6 |
|---|---|
Morgan Stanley
Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services | Finance |
EII Capital Management, Inc.
EII Capital Management, Inc. Investment ManagersFinance EII seeks to achieve long-term capital appreciation through the appreciation of the securities invested in privately owned US commercial real estate and publicly traded global real estate. Their investment strategies are focused on publicly traded US REITs and US Preferred Income securities. Within these two asset classes, the firm deploys a top-down active investment approach that involves selecting individual securities from a broad universe of opportunities. | Finance |
OFFITBANK Holdings, Inc.
OFFITBANK Holdings, Inc. Financial ConglomeratesFinance Bank holding company | Finance |
The Trustees of Columbia University in The City of New York
The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Yale University
Yale University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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