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

Carolina Acosta

Director of Administrative Services

Since joining the firm in 2017, Carolina works tirelessly in the background assisting Peter and the rest of the Karp Capital Management team to create a seamless client experience. After graduating from the University of Houston, Carolina worked at various nonprofit associations. Carolina enjoys hiking around Marin County, visits to the Wine Country, and exploring all the Bay Area has to offer.

Michael Attaway, CFA

Director of Investment
Services

Michael received a Master of Science degree in financial analysis from the University of San Francisco and is a CFA charter holder. Before joining the Karp Capital team, Michael worked in a variety of roles in banking, accounting, and wealth management. He uses his knowledge and expertise to help drive portfolio construction and investment strategy execution for Karp Capital clients.

Alfred Cheung

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.

Curtis Christian

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.

Bob Driscoll, AIF®

Vice President, 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.

John Grillo

Financial Planning
Associate

As a member of the financial planning team, John guides clients to meet their financial needs and plan for long-term goals.  He is your go to person for any questions on our client portal, annuities, and life insurance. 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.

Carolyn Orlik

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.

Mark Patzer

Associate Financial
Advisor

As a member of the financial planning team, Mark guides clients through establishing goals and creating a financial plan. Before joining Karp Capital, Mark worked for several wealth management firms in San Diego and Sacramento. Mark received his Bachelor’s degree from San Diego State in International Relations & National Security Studies. Outside of the office, Mark enjoys spending time with his friends and family. In his free time, Mark can be found pursuing his outdoor hobbies such as surfing, hiking, rafting, fly fishing, or kayaking.

Daniel Tang

Investment Operations Associate

Daniel is a member of the operations and client onboarding team.  His experience at a large wealth management institution prior to joining Karp Capital bolsters his ability to provide a positive and straightforward experience for clients who are new to the firm. Daniel earned his bachelor’s degree from UC Berkeley in Environmental Economics and Policy. He loves watching the Golden State Warriors, savoring the Bay Area culinary landscape, and dominating the local basketball, tennis, and water polo scenes.

Andrew Weber

Associate Financial
Advisor

A Marin County native, Andrew has a deep-rooted love for the Bay Area and Lake Tahoe. He discovered his fascination for the financial markets following his graduation from SMU, earning his degree in economics and finance, with a history minor. He began his career at a tech-centric mortgage bank before transitioning into wealth management at a major wire house. Andrew joins the team at Karp Capital as a licensed fiduciary investment advisor, holding his Series 7 and Series 66. Outside of the office, he enjoys spending time with his friends and family. In his free time, his hobbies include golfing, skiing, yoga and meditation.

Ally Weisfeld

INVESTMENT OPERATIONS
ASSOCIATE

As a member of the operations team, Ally works to improve and develop the client onboarding experience. 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.

Jeff Alpert

Vice President, Strategy

As Vice President of Strategy, Jeff is a member of the firm's leadership team and oversees the firm's financial advisors, drives strategic planning initiatives, and maximizes the firm's operating performance. Jeff's clients include high-net-worth individuals with a focus on clients in the automotive and RV industry. Before Karp Capital, Jeff was Senior Corporate Counsel to a San Francisco-based technology company and practiced corporate and real estate law at Manatt, Phelps & Phillips. Jeff received his bachelor's degree with highest honors from UCLA and his JD from Duke University School of Law. He is a member of the UCLA Alumni Scholars Board, Duke Law Alumni Association Board of Directors, and Pray.com Advisory Board. Additionally, Jeff is an accomplished college lacrosse official and avid skier.

Peter Lowden, CFA

Chief Investment Officer

A CFA charter holder, Peter is a results-oriented investment management professional with 30+ years of experience leading key growth initiatives in the wealth and alternative investment management industries. He leads the investment team, and his extensive knowledge in investment strategy, research, risk management, portfolio construction, implementation and investor communication provide the structure and oversight for the firm’s assets under management. Peter earned his bachelor’s degree in finance from the University of Colorado, Boulder. In his free time, he enjoys spending time with his family, participating in many outdoor activities including tennis, skiing, hiking, and fishing, and expanding his mixed media painting abilities.

Travis Palmer

Portfolio Management Associate

Travis assists the investment team with analysis and adjustments to the investment strategy on an ongoing basis. He plays a key role in the implementation of the strategy across all asset classes. Travis comes from working in various trading and research roles within the wealth management side of the financial industry. He has a bachelor’s degree in Business Administration from Dominican University and a Master of Finance degree from Santa Clara University. In his free time, he enjoys skiing, scuba diving and hiking around wine country.

Dominic Salvatierra

Investment Operations Associate

Dominic is the newest addition to the operations and client onboarding team. Before joining Karp Capital, Dominic worked as a financial analyst for a manufacturing company, where he provided customer service and financial analysis. He graduated from Sonoma State University with a bachelor’s degree in Finance. In his free time, Dominic enjoys playing rugby, hanging out with his husky, and going on hikes.

Stacey Smith

Executive Assistant

Stacey manages Peter Karp’s and Jeff Alpert’s day-to-day activities and works hard to create a positive experience for our clients. A native Texan, she graduated from The University of Texas at Arlington with a Bachelor of Business Administration. Prior to joining the firm, she spent 14 years working in the Oil and Gas industry, developing her skills in executive support and client relations. In her free time, Stacey enjoys traveling and spending time with her family.

Jen Trahan

Chief Operating Officer

As COO, Jen is responsible for the internal management of the firm, including leading key infrastructure projects to support the strategic growth of Karp Capital.  Jen has a wealth of experience in business operations, human resources, financial analysis, budget management and executive leadership.  Before joining Karp Capital, Jen was the Chief Operating Officer of a national non-profit organization where she worked for 15 years.  Jen earned an MBA from the University of Washington and her bachelor’s degree in Business from the University of California, Riverside.

Gino Valente

Investment Services Associate

As a member of the investment services team, Gino aids in the analysis of portfolio performances, maintaining data processes, and preparing portfolio review materials. Gino earned his bachelor’s degree from UC San Diego in International Economics. Outside of the office, he enjoys reading, tennis, golfing, and snowboarding.

Merri Weiner

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.

WITH 25+ YEARS OF EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY, THE KARP TEAM IS UNCOMPROMISING IN THEIR COMMITMENT TO HELP YOU REACH YOUR INVESTMENT GOALS.

At Karp Capital we understand the intricacies of business operations, and the demands placed on business owners.
Access a true one-stop-shop for all of your financial needs and information, including the convenience of a real-time, at-a-glance snapshot, incorporating every element of your financial picture.
We offer an array of services that will help you make sense of your financial picture today and help you plan for tomorrow.

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FIND OUT HOW KARP CAPITAL CAN HELP TODAY! 1.877.900.KARP (5277)