Greg Karolich

Greg Karolich is an experienced finance professional currently serving as Associate Director at Zacks Investment Management, where responsibilities include assisting Private Wealth Advisors and managing investment strategies for Ultra-High Net Worth and Family Office clients. Previous roles at Zacks include Vice President positions in the Intermediary and RIA Channels, focusing on customized investment portfolios and solutions for various financial platforms. Prior to Zacks, Greg worked at Raymond James Financial Services, Inc. as a Financial Advisor and Client Services Manager. Greg holds a Bachelor of Science degree in Finance from the University of Illinois Urbana-Champaign.