James F. Karel
Senior Portfolio Manager
James F. Karel joined Silicon Valley Wealth Advisors in December 2012 as a Sub Advisor. Jim previously 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.
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. New York Times. Technology Magazine. San Francisco Chronicle. San Jose Mercury News, and Los Angeles Times. Jim was previously 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 recently served as board president for Mobius Science Center in Spokane, WA, and now remains on the board of directors at large.
Jim 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.