Karl O. Mills, CFA
President

Karl O. Mills, CFA

Karl Mills leads Jurika, Mills & Keifer’s investment and portfolio management activities, as well as works directly with the firm’s financial advisory clients. Over the past 24 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 is vice chairman of the San Francisco Opera Association. He has been on the board since 1999 and served as president between 2002 and 2006 at which time he led the successful turn-around of the company. Karl also serves as a trustee for 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.