Carl is a seasoned investment professional with over 30 years of experience managing portfolios and leading the IMS family of funds since their inception in 1996. He earned a B.S. from the University of Oregon, double majoring in Computer Science and Psychology, giving him a unique perspective on both market behavior and investor needs.

Before founding IMS Capital Management in 1988, Carl worked as a financial systems analyst for subsidiaries of General Motors and Mercedes-Benz. His expertise in portfolio management and fund leadership has led to numerous national media appearances, including:

Forbes, The Wall Street Journal, Business Week, Kiplinger’s Personal Finance, SmartMoney, Investor’s Business Daily, USA Today, and Barron’s

Television appearances on Bloomberg TV, CNBC, Serious Money, and The Nightly Business Report

Carl is also deeply committed to community and volunteer work. He is a current member of the Portland Society of Chartered Financial Analysts and serves on the advisory board of Wycliffe Associates. He has held leadership roles at New Hope Community Church and supports organizations such as Food for the Hungry and Cowboys With a Mission.

Outside the office, Carl is an outdoor extreme sports enthusiast, having navigated white water rivers around the globe. He manages multiple real estate projects and enjoys the creative aspects of design and development. Carl attributes much of his success to a balanced lifestyle focused on faith, family, fitness, friends, and financial stewardship.