Curt Stauffer Email and Phone Number
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Curt Stauffer personal email
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As the President and founder of Seven Summits Capital, LLC, I have over 30 years of financial service experience and a passion for helping clients achieve their investment goals. We specialize in customized portfolio management using predominantly individual equity securities and we offer a collaborative approach to high-level tax and estate planning.I established Seven Summits Capital in 2012 with a vision of providing a boutique asset management experience that reflects the unique risk tolerance and objectives of each client. We serve a diverse and loyal client base of professionals, business owners, and young aspirational investors, managing equities, fixed income, and various forms of non-traditional investments. We currently have physical locations in Lancaster, PA, and Scottsdale, AZ, but our clients span all regions of the United States.
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PresidentSeven Summits Capital, Llc Jan 2012 - PresentLancaster, Pa, UsAsset 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.
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MyselfPersonal 1965 - Present
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Board MemberJdrf 2009 - Feb 2015New York, New York, UsBoard Development and Fund Raising. -
Past PresidentManheim Township Educational Foundation Jan 2012 - Jun 2014Lead 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.
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Past PresidentCentral Pa Porsche Club 1990 - 2013Lead 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.
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Chief Investment OfficerEhd Advisory Services, Inc. Mar 2008 - Nov 2011I 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.
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Senior Investment AdvisorPnc Wealth Management Sep 2002 - Feb 2008Provided 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.
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Portfolio ManagerMartindale Andres & Company 1997 - 2000Managed 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.
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Corporate BankingKeystone Financial 1993 - 1997Managed the banking relationships of medium sized businesses through the cordination of credit and cash management needs.
Curt Stauffer Skills
Curt Stauffer Education Details
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University Of PittsburghGeneral -
Central Columbia H.S.College Prep
Frequently Asked Questions about Curt Stauffer
What company does Curt Stauffer work for?
Curt Stauffer works for Seven Summits Capital, Llc
What is Curt Stauffer's role at the current company?
Curt Stauffer's current role is President at Seven Summits Capital, LLC.
What is Curt Stauffer's email address?
Curt Stauffer's email address is cs****@****tal.com
What is Curt Stauffer's direct phone number?
Curt Stauffer's direct phone number is (717)-877*****
What schools did Curt Stauffer attend?
Curt Stauffer attended University Of Pittsburgh, Central Columbia H.s..
What are some of Curt Stauffer's interests?
Curt Stauffer has interest in Children, Politics And Behavioral Finance, Education, Economy, I Am Husband Of 25 Years, Health.
What skills is Curt Stauffer known for?
Curt Stauffer has skills like Asset Managment, Equities, Risk Management, Financial Planners, Wealth Management, Strategic Financial Planning, Investments, Portfolio Management, Asset Allocation, Retirement Planning, Estate Planning, Securities.
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