Steve Krauss
Corporate Officer/Principal chez Tompkins Community Bank
Profil
Mr. Stephen C.
Krauss, CFA, is Senior Wealth Advisor at Tompkins Trust Co. He is a member of the Investment Committee for Tompkins Financial Advisors.
He is responsible for building new client relationships and identifying the appropriate investment strategies to meet their specific needs.
Steve works closely with an internal team of financial planners and analysts to provide a variety of strategies focusing on wealth management, financial planning, risk management and tax planning.
He has over 25 years of experience in financial services as a Portfolio Manager, Analyst and Business Development Specialist.
Prior to joining Tompkins in May 2011, Mr. Krauss served as an Investment Specialist for a large private wealth management company where he managed assets and oversaw a book of brokerage portfolios.
He received his undergraduate degree from State University of New York College at Geneseo.
Postes actifs de Steve Krauss
| Sociétés | Poste | Début |
|---|---|---|
Tompkins Community Bank
 Tompkins Community Bank Regional BanksFinance Tompkins Community Bank is a subsidiary of Tompkins Trustco, Inc. (AMEX: TMP). The firm is headquartered in New York. | Corporate Officer/Principal | 01/05/2011 |
Formation de Steve Krauss
| State University of New York College at Geneseo | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Tompkins Community Bank
Tompkins Community Bank Regional BanksFinance Tompkins Community Bank is a subsidiary of Tompkins Trustco, Inc. (AMEX: TMP). The firm is headquartered in New York. | Finance |
