Steven Karsh, MBA – Senior Advisor

Steven Karsh is a Senior Advisor with Ulrich Investment Consultants. As a Senior Advisor, Steve serves as a resource for solving specific client needs including manager research, portfolio design and implementation. Steve sits on the Investment Committee and plays an important role in sourcing and implementing various investment products for our client portfolios.

Prior to joining Ulrich Investment Consultants, Steve was a Partner and Director at Innovest Portfolio Solutions, an independent RIA in Denver, Colorado, where he worked as a consultant with high-net-worth families and nonprofits. Steve was a member of Innovest’s Capital Markets Research Group, Due Diligence Group and Investment Committees. Prior to becoming a consultant, Steve oversaw the work of the research analysts and had focused expertise in alternative investments. He has more than 30 years of experience in investment management and research focusing on customized portfolio management and consulting for institutional and private clients.

After earning his Master of Business Administration from George Washington University, Steve began his career at Cambridge Associates, a national consulting firm where he was a performance and equity attribution analyst. He has been quoted in the Wall Street Journal, Institutional Investor, Employee Benefit Views and Investment News.

Outside of work, Steve enjoys playing golf and attending live sporting events and concerts.