Lunch Club Meeting: Jim Karel

James F. Karel is the President of Karel Capital, Inc., which is registered with the State of Washington as a Registered Investment Advisor (RIA). Karel Capital, Inc. is also a Sub-Advisor to Silicon Valley Wealth Advisors located in Palo Alto and San Jose California.

Prior to founding Karel Capital, Inc., Jim worked with national brokerage firms in the areas of portfolio management, investing 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.

Jim is the co-founder of the Karel-Holderreed Biotechnology Stock Index, the first stock index of biotechnology companies. He previously hosted an investment program for Public Broadcasting Systems and wrote a regular column, ‘Investment Insights,” for The San Mateo Times newspaper. He has been an acknowledged investment industry resource to San Francisco’s ABC-TV affiliate and has been quoted in such publications as USA Today, Barron’s, Los Angeles times.  Jim was previously on the Investment Advisory on the Investment Advisory Board for the San Mateo Community College Foundation and served on the Opera Plus Development Board in Coeur d’Alene, Idaho. He is the Former Board President for Mobius Science Center in Spokane WA.

Jim received a Master of Arts in Educational Technology from San Francisco State University in 1978 and a Bachelor of Arts degree in Ancient History fro the University of California, Berkeley in 1976. He resides in Spokane, Washington with his three children, Sophia, James and Katherine.