Karl Gregory Gerasimov

Portfolio Manager at The Florida International University College of Business

Schools

  • The Florida International University College of Business

Expertise

Links

Biography

The Florida International University College of Business

Karl is a Portfolio Manager at MAS Advisors implementing and maintaining discretionary and non-discretionary accounts for institutional clients and select high net worth clients. He acts as the liaison for institutional clients with investment managers, subadvisors, asset allocators and underlying fund managers. Karl holds a BA from SUNY University at Buffalo, MBA from University of Miami and earned the prestigious CFA designation and is a CFA Charter Holder. Additionally, Karl holds several FINRA certifications: Series 24 (Securities Principal), Series 55 (Equity Trader), Series 7 (Registered Representative), Series 63 (Securities Agent State Law). Karl is an adjunct professor at Florida International University (FIU), teaching a curriculum on finance with a focus on derivatives to the Executive MBA class at FIU.

An alternative investment professional, including but not limited to real estate, private equity & debt placement, credit instruments, longevity assets, hospitality, capital markets and private placement life insurance separate managed accounts . Strong finance professional with MBA and CFA credentials.

CERTIFICATIONS:

• CFA Designation & Membership (2016) CFA ID # 6342320

FINRA LICENSES:

• Series FINRA (NASD) 7 (Registered Representative) CRD # 4203776 • Series FINRA (NASD) 63 (Securities Agent State Law) • Series FINRA (NASD) 55 (Equity Trader) • Series FINRA (NASD) 24 (Securities Principle)

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