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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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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.