Karl Wellner

Karl Wellner

Papamarkou Wellner Asset Management, Inc. ("Papamarkou Wellner") provides bespoke investment solutions to High Net Worth Individuals, Family Offices, Endowments, Institutions, and Foundations.

Alexander Papamarkou founded the Firm in 1982. Today, the employee wholly owned Firm advises its U.S. and international client base on the management of several billion dollars of their investments.

Papamarkou Wellner focuses on protecting and enhancing the wealth of its investors. The Firm's structure aligns its interests with those of its clients. We take great pride in the discreet and highly personalized services we offer.

The Firm researches and selects top performing investments across asset classes. Papamarkou Wellner's expertise includes equities and fixed income as well as alternative strategies such as hedge funds, private equity, venture capital, special situations, and real estate. The Investment Committee continually monitors these investments and their performance.

Papamarkou Wellner has developed a deep global network. The Firm offers clients access to select investment opportunities which can include private deals, closed funds, and special situations.

Papamarkou Wellner also manages bespoke equity portfolios catering to specific client objectives, and manages three equity strategies: the PWAMI Growth Equity Strategy, the PWAMI Growth & Income Strategy, and the PWAMI Focused Equity Strategy. Additionally, the Firm’s PW Portfolio LLC offers clients a vehicle to participate in a diversified portfolio of our best investment ideas across asset classes.

The Firm's registered, full service broker/dealer, Papamarkou Wellner & Co., Inc. ("PW & Co.") provides trading in global equities, fixed income, options and foreign exchange markets as well as access to margin lending capabilities.

Papamarkou Wellner Asset Management, Inc. is an SEC - registered investment adviser*. The Firm's wholly owned subsidiary, Papamarkou Wellner & Company, Inc., is a member of FINRA, SIPC, NFA, and MSRB.

399 Park Ave NY