MEET THE TEAM
COUNT ON US TO PUT OUR TEAM’S KNOWLEDGE AND EXPERIENCE TO WORK FOR YOU.
Peter C. Karp
Financial Advisor | President
As the founder of Karp Capital Management, Peter has over 25 years of experience delivering comprehensive financial and investment advice to affluent individuals and families and successful business owners.
He established Karp Capital Management in 2004 as an independent financial management firm in order to provide clients with an objective alternative to large brokerage houses. Peter believes that financial professionals should work directly for their clients, providing advice without being fettered by the bureaucratic strictures found at large financial institutions.
Karp Capital Management is registered as an investment advisory firm with the SEC. Peter is a Registered Representative with Infinity Financial Services, a registered broker-dealer. He is also licensed as an insurance agent and real estate broker. He is also a member of the Financial Planning Association, adhering to its Code of Ethics.
Peter earned a Bachelor of Arts degree in economics and biochemistry from the University of California at Santa Barbara. He enjoys spending time with family, running, skiing, and experiencing the great restaurants of San Francisco. He is a supporter and contributor to the Las Trampas Foundation and a mentor to undergraduate business students at UC Berkeley.
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FIND OUT HOW KARP CAPITAL CAN HELP TODAY! 1.877.900.KARP (5277)
MEET YOUR TEAM
Team Administrator | Executive Assistant
Director of Investment Services
As a Level III CFA candidate, Michael helps drive the investment strategy and portfolio construction for Karp Capital clients in conjunction with Peter C. Karp.
Before joining the Karp Capital team, Michael worked in a variety of roles in banking, accounting, and wealth management. He received a Bachelor of Science degree in public administration from the University of Arizona and a Master of Science degree in financial analysis from the University of San Francisco.
Investment Services Associate
Alfred supports Karp Capital’s investment services in a number of ways, including preparing portfolio review materials and presentations, conducting securities research, and maintaining data on the firm’s various technology platforms.
Before joining the firm, Alfred pursued his passion for business working in the banking and technology industry as an intern, where he developed skills in auditing and marketing.
He earned a bachelor’s degree in finance with a minor in management information systems from Santa Clara University. He enjoys watching local sports teams, as well as participating in outdoor activities around the Bay Area.
Investment Operations Associate
Curtis focuses on client service, including the onboarding of new clients. In his role, he strives to make each interaction with Karp Capital a white-glove experience.
Curtis joined Karp Capital from the investment-banking world. He earned a bachelor of business administration degree with a focus in finance from San Francisco State University. He holds two securities licenses: Series 7 and 63. Curtis volunteers in the community and enjoys his dog while exploring all the cuisine, culture, and natural beauty of San Francisco and Marin County.
Director of Business Development
Since joining the firm in 2011, Andy has worked in many roles to help us provide a high degree of customer service and communication. He works with the rest of the team to expand on Karp Capital’s services and continuously improve the client experience.
Andy earned a Bachelor of Arts degree in economics from the University of Arizona, where he also minored in business administration and French.
Bob Driscoll, AIF®
Director of Retirement Services
Bob is instrumental in revitalizing and restructuring the moving parts of a company’s 401(k) and pension plans. He also works closely with business owners to manage their fiduciary responsibility and educate their employees about retirement benefits.
Bob joined Karp Capital after working for several financial services firms in Boston, MA. His prior experience includes mutual fund accounting, tax administration, and 401(k) record-keeping sales.
Bob earned a Bachelor of Arts degree in economics from Denison University. He holds the Accredited Investment Fiduciary® designation and Series 7, 63, and 65 licenses. Bob enjoys his hometown sports teams and various outdoor activities around the Bay Area.
Investment Operations Associate
As a member of the new accounts team, John guides clients through the onboarding paperwork and answers any questions that may arise during the setup of new accounts.
Before joining Karp Capital, John worked for several financial services firms in Philadelphia.
John earned a bachelor’s degree in business administration and finance from Temple University. He enjoys running in races with his cousins throughout the city, boxing, and cycling.
Lee A. Henley
Director of Retirement Operations
Lee works closely with business owners to coordinate new 401(k) plan design options and assist with ongoing compliance matters. She also works closely with third-party administrators and retirement plan participants.
With more than 25 years of experience in the financial services and securities industry, Lee began her career with Fidelity Investments marketing 401(k) and 403(b) programs to institutional investors and educating individual investors on mutual funds and IRA investments. She was instrumental in establishing one of Fidelity’s first retail investment centers in San Francisco as well as training registered representatives in various satellite offices on the West Coast. She has also represented several private syndication companies funding healthcare and commercial accounts receivables and real estate development programs.
Lee is a member of the National Association of Plan Advisors (NAPA) and Western Pension & Benefits and holds a California Real Estate license.
CLIENT RELATIONSHIP ASSOCIATE
As a member of the service team, Joey brings his enthusiasm to Karp Capital to cultivate new relationships and deepen existing ones.
Prior to joining the Karp Capital team, Joey interned as a financial analyst for a catastrophe insurance firm. Joey received his bachelor’s degree from Cal Poly San Luis Obispo in economics with a concentration in financial management. He is currently pursuing the Series 65 certification. He was born and raised in Napa, and enjoys several activities, including basketball, mountain biking, skiing, and kite boarding.
Erik creates personal financial plans and retirement budgets for Karp Capital clients. He also works with the sales team to develop new wealth management and retirement plan client relationships.
Erik has more than 10 years of experience in the financial services industry, across an array of areas: securities trading, fixed income trading, investment banking, and alternative investments.
Erik earned a Bachelor of Science degree in economics from the University of Utah. He enjoys nature walks, hiking, and spending time with his daughter.
Retirement Client Service Associate
Carolyn supports the day-to-day needs of retirement plan clients, including trustees and plan participants.
Prior to joining the firm, Carolyn was a trust administrator and account manager for 401(k) corporate retirement plans. She also worked in the nonprofit arena, keeping many balls in the air, including managing volunteers for a performing arts center.
Carolyn earned a Bachelor of Arts degree in social science at San Francisco State. She loves hiking the Sonoma Coast and can often be found enjoying live music events and cheering on the Warriors. She also enjoys serving her community as a board member for a local nonprofit.
OFFICE MANAGER/EXECUTIVE ASSISTANT
As office manager/executive assistant, she helps keep Karp Capital Management running smoothly by assisting Peter and the staff so that they can focus on creating the best possible client experience.
Wendy has used her Bachelor of Science in hotel management to hone her customer service skills over 20+ years in the service industry, academia world, and successful startups in Marin. She is a Marin County native and feels lucky to live and work in such a beautiful place. She is a trained pastry chef and enjoys baking, cooking, and traveling to tropical locations.
Chief Compliance Officer | Director of Operations
Merri manages Karp Capital’s client services/investment operations group and steers the course for the firm’s adherence to industry compliance and standards.
She has more than 20 years of experience in the investment industry, and her knowledge base spans brokerage and investment advisory operations as well as portfolio management technology.
CLIENT SERVICE ASSOCIATE
As a member of the service team, Ally works to improve and develop business operations.
Before joining Karp Capital, Ally interned at various publications and media companies, where she developed skills in customer service and marketing. She graduated from the University of Virginia with bachelor’s degrees in American studies and Spanish and a certificate in business fundamentals from the McIntire Business Institute. In her free time, Ally enjoys volunteering, baking, traveling, and exploring all that the Bay Area has to offer.