George W. Karpus

George began his investment career in 1969 with Bache and Co. Later, he joined Marine Midland Bank and rose to senior trust officer on the success of his Yields-Plus Cash Investment Management System. He founded Karpus Investment Management in 1986, to achieve better client returns by embracing modern portfolio theories.

Special Expertise: investment strategy; capital-markets behavior; fixed-income, equity and cash management; closed-end funds; municipal bonds and tax-advantaged investment; trust investments; market analytics; market inefficiencies; hedge funds; shareholder activism

Education: BS Physics, St. Lawrence University; attended Rensselaer Polytechnic Institute - MS Program
Publications: The Journal of Portfolio Management, The Journal of Cash Management, The Treasury Manager. Profiled in Forbes August 11, 1997 . Quoted in Wall Street Journal, Barrons, American Medical Journal, Kiplinger’s, The New York Times.