Investment Team

The investment professionals at Jurika, Mills & Keifer combine many years of hands-on business and investment experience with a focused and disciplined approach to investing for and advising their clients. The team is remarkable, not only for the depth and breadth of their experience but also for the fact that they have worked and invested together for many years, spanning decades of economic and market cycles.

At their prior firm, Jurika & Voyles, they oversaw over $7 billion in assets for sophisticated individual and institutional clients. Over the years, they have built a reputation for independent and forward-looking thinking, differentiated results and a high level of personal service.

Karl O. Mills, CFA

President & Chief Investment Officer
Karl O. Mills, CFA

Karl Mills leads Jurika, Mills & Keifer’s investment activities and works directly with the firm’s financial advisory clients.

Over the past 30 years, he has established a reputation for his insightful and often contrarian perspective on the financial markets, combining top-down conceptual and strategic thinking with practical investment judgment. He is an active commentator on investing and the financial markets, known for his writing and editorial cartoons, that combine common sense, a clear point of view, with a touch of humor. He has been profiled and quoted in financial press such as Barrons, The Wall Street Journal, Fortune, and has frequently appeared on CNBC and Bloomberg and other news media. Karl is an avid supporter of the Arts and serves as vice chair of the San Francisco Opera Association. He has been on the board since 1999 and served as president between 2002 and 2006. Karl is also a trustee emeritus of Bates College in Lewiston, Maine.

Before founding Jurika, Mills and Keifer in 2005, Karl was vice chairman of Jurika & Voyles, Inc., an Oakland, California based investment management firm. During his 14-year career there, he was involved in all aspects of the company’s investing and other activities and played a major role in building the firm. Karl holds a bachelor’s degree in English from Bates College and an MBA from Northwestern University’s Kellogg School of Management. He earned his Chartered Financial Analyst designation in 1992.

Mikel S. Keifer, CFA

Vice President
Mikel S. Keifer, CFA

Mikel Keifer is responsible for investment research and analysis, as well as portfolio management for Jurika, Mills & Keifer.

Mikel brings a deep background in investment research and portfolio management experience to Jurika, Mills and Keifer. He has worked and invested with Bill Jurika and Karl Mills for over 11 years in private partnership and at Jurika & Voyles, their prior firm.

He began his career as a financial analyst with Nvest, LP, a Boston based financial services holding company which acquired Jurika & Voyles in 1997.
His passion for rigorous analytical research and critical thinking provide the fundamental foundation for the firm’s investment research and selection, asset allocation and portfolio management activities. He also oversees the firm’s proprietary screening and valuation processes.

Mikel holds a BS degree summa cum laude in Business Administration from Northeastern University, Boston, Massachusetts and earned his Chartered Financial Analyst designation in 1999.

Along with his keen interest in investing, his sons Max, Jack and Shawn plus his wife Merri keep him busy and inspired.

Bonnie Burset

Administrative Associate

Bonnie Burset brings 5 years of supervisory and administrative experience. Prior to joining Jurika, Mills & Keifer, she was the Program Assistant for the City Fields Foundation, a private-public partnership with the City of San Francisco dedicated to improving the quality of life through the renovation of public athletic fields. Prior to that, she supported the CEO of Opt4 Derivatives, a software company that produced an online derivatives trading application.

Ms. Burset holds an M.A. from UC Berkeley in Asian Studies, specializing in Korea and China. She also holds a B.A. in East Asian Studies from The George Washington University.