Meet Our Team

With Aureus Asset Management, you aren’t one advisor’s client. You are the entire firm’s client. Because we believe client service and portfolio management should be a collaborative effort.

Stefan Karlsson, CFA®

Partner, Chief Investment Officer

Stefan, the Chief Investment Officer, joined Aureus in 2011 as director of research for the Core Equity Strategy and served as co-portfolio manager for the Dividend Strategy. Prior to Aureus, he focused primarily on equity research and commercial credit analysis. His roles included associate director at UBS Investment Research, operations analyst at Paulson & Co., and operations analyst at Valley National Bank.

Stefan earned his BA from Brown University and MBA from NYU’s Stern School of Business, where he was awarded the Kenshin Oshima Prize for academic achievement. He is a CFA charterholder.

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To contact Aureus, please call 617.728.8900 or complete this form.

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