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.

GET IN TOUCH

We look forward to hearing

from you!

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

MEET YOUR TEAM

Carolina Acosta

Team Administrator | Executive Assistant

Michael Attaway

Director of Investment Services

Alfred Cheung

Investment Services Associate

Curtis Christian

Investment Operations Associate

Andy Czajkowski

Director of Business Development

Bob Driscoll, AIF®

Director of Retirement
Services

John Grillo

Investment Operations Associate

Lee A. Henley

Director of Retirement Operations

JOEY MACNICHOLS

CLIENT RELATIONSHIP
ASSOCIATE

Carolyn Orlik

Retirement Client Service Associate

WENDY WEEKS

OFFICE MANAGER / EXECUTIVE ASSISTANT

ALLY WEISFELD

CLIENT SERVICE ASSOCIATE

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.

business solutions

CLIENT PORTAL

Wealth Strategies and Planning

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