![James Frederick Karel](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
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.
Postes actifs de James Frederick Karel
| Sociétés | Poste | Début |
|---|---|---|
Karel Capital, Inc.
 Karel Capital, Inc. Investment ManagersFinance Karel Capital aims to develop and manage portfolios providing their clients with dependable investment performance while keeping investment risk to a minimum. The firm emphasizes a conservative asset allocation approach to portfolio management. They structure long term-oriented portfolios that include high quality growth/income companies, investment grade bonds, and strategic cash management strategies. Karel Capital uses a bottom-up analysis for specific stock selection and top-down analysis for broad stock and bond market analysis. | Fondateur | 14/05/2011 |
Formation de James Frederick Karel
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
92
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
San Francisco State University
 San Francisco State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Karel Capital, Inc.
Karel Capital, Inc. Investment ManagersFinance Karel Capital aims to develop and manage portfolios providing their clients with dependable investment performance while keeping investment risk to a minimum. The firm emphasizes a conservative asset allocation approach to portfolio management. They structure long term-oriented portfolios that include high quality growth/income companies, investment grade bonds, and strategic cash management strategies. Karel Capital uses a bottom-up analysis for specific stock selection and top-down analysis for broad stock and bond market analysis. | Finance |
