Perfil
Mr. James F.
Karel is a President & Portfolio Manager at Karel Capital, Inc.
Prior to founding the firm, he worked with national brokerage firms in the areas of portfolio management, investment advising, office management, and marketing.
He also directed a national training center where he was responsible for the training and development of thousands of New York Stock Exchange registered representatives.
Mr. Karel received a Master of Arts degree in Educational Technology from San Francisco State University in 1978 and a Bachelor of Arts degree in Ancient History from the University of California, Berkeley in 1976.
Cargos activos de James Frederick Karel
| Empresas | Cargo | Inicio |
|---|---|---|
Karel Capital, Inc.
 Karel Capital, Inc. Investment ManagersFinance Karel Capital, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Spokane, Washington. The firm was founded by James "Jim” Karel in 1990. Karel Capital offers separately managed accounts (SMAs) to individuals and their families, which includes high net worth individuals, trusts, pension and profit-sharing plans and plan participants, as well as business entities on a fully discretionary basis. | Fundador | 14/05/2011 |
Formación de James Frederick Karel.
| San Francisco State University | Graduate Degree |
| University of California, Berkeley | Undergraduate Degree |
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Empresas relacionadas
| Empresas privadas | 1 |
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Karel Capital, Inc.
Karel Capital, Inc. Investment ManagersFinance Karel Capital, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Spokane, Washington. The firm was founded by James "Jim” Karel in 1990. Karel Capital offers separately managed accounts (SMAs) to individuals and their families, which includes high net worth individuals, trusts, pension and profit-sharing plans and plan participants, as well as business entities on a fully discretionary basis. | Finance |
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