Curt Stauffer Email & Phone Number

Lancaster, Pa, Us

Asset Management should encompass far more than model portfolios, five-star funds, and an occasional discussion about the benefits of diversification. Markets can be inhospitable, requiring diligence and resolve against uncertainty and inherent distractions. At Seven Summits Capital, our clients' success and financial security are our top priorities. Investment solutions are carefully developed in order to foster confidence, create purpose, and deliver quantifiable results.We are inspired by the power of melding aspiration with passion, diligence, and resolve. Regardless of the endeavor, success begins with a goal. Achievement requires careful planning, risk assessment, and unshakable conviction. We believe that investing should be goal-based and approached with the same level of seriousness that a climber uses to scale the world’s highest summits.

New York, New York, Us

Board Development and Fund Raising.

Lead the volunteer Board of Directors and work with the Executive Director to ensure that MTEF executes its strategic plan, which encompasses fund raising, business ventures, event planning and alumni and donor outreach.

Lead the 300+ member organization during 2005 with accomplishments inclusive of positive membership growth and the successful coordination between the Central PA Chapter of the club and the National Club in order to hold the annual Porsche Parade in Hershey PA.

I developed and over saw the investment strategies utilized throughout our client portfolios. The Chief Investment Officer is accountable for the firm's equity and fixed income research function. I lead our Investment Committee which is responsible for the firm's economic and market outlook. These outlooks are then communicated to our client base through our Monthly Market Commentaries, which can be found on our website under Client Update.

Provided portfolio management services to high net worth clientele in terms of both equity and fixed income management.Worked with the Private Banker, Trust Advisory and Financial Planner to provide comprehensive wealth management services.

Managed high networth individuals' investment portfolios, institutional investment portfolios for various Central PA non-profit groups and supported the mutual fund managers of the Governor Fund family with equity research.

Managed the banking relationships of medium sized businesses through the cordination of credit and cash management needs.

Bachelor'S Degree, Business Administration And Management, General

High School Diploma, College Prep