Fred C. Krause III EA

Director of Investment Research

Fred leads our Investment Research team.  As an experienced investment manager, Fred balances our client’s risk tolerance with market conditions to advise our wealth management team members.  He studies investment opportunities, analyzes investment risk, and recommends securities that fit the profile of our clients.  

Fred’s disciplined and purposeful investment style helps to keep our client’s interests and goals at the forefront of everything we do.