Stuart Kruse, Cfa

Stuart Kruse, Cfa Email and Phone Number

Founder & CEO of Kruse Asset Management (Virtual Family Office) @ Kruse Asset Management
Stuart Kruse, Cfa's Location
Chicago, Illinois, United States, United States
About Stuart Kruse, Cfa

I was a Division 1 Decathlete and received a degree in chemical engineering and my MBA from Northwestern. I spent 10 years advising sophisticated institutional capital on Wall Street, serving as a business school professor, and founding and selling a company that helped investment professionals analyze fundamental and technical data sets.17 years ago, I founded Kruse Asset Management (KAM) – our purpose? To level the playing field and empower individual investors with the tools to thrive. I detailed my methodology in my book, “License to Steal: How to Turn Wall Street Greed into Your Gain.”At KAM, we offer boutique quantitative asset management services and Virtual Family Office solutions rooted in integrity and excellence. We provide institutional-level asset allocation, advanced estate planning, tax strategies designed to protect and prosper, business valuation that speaks truth, and access to premium alternative investments. As your family's CFO, we assemble a diverse team of over 60 national financial experts committed to your success, ensuring you receive nothing short of exceptional service.We are recognized as Chicago Magazine’s 5-Star Wealth Advisor, a badge of honor we've worn proudly since 2010.Feel free to email me at stuart@kruseassetmanagement.com to set up a 15-minute intro call.

Stuart Kruse, Cfa's Current Company Details
Kruse Asset Management

Kruse Asset Management

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Founder & CEO of Kruse Asset Management (Virtual Family Office)
Stuart Kruse, Cfa Work Experience Details
  • Kruse Asset Management
    Founder & Ceo
    Kruse Asset Management 2007 - Present
    Chicago, Il, Us
    Kruse Asset Management ("KAM") is a boutique asset management firm and virtual family office. Our mission is to disrupt the advantage that institutions have vs. individual investors through a team-based approach that leverages more than 60 best-of-breed, national financial experts for you.KAM quantitative asset management style tends to produce long-term outperformance. KAM also provides our clients with access to high-quality alternative investments, which have been shown to increase returns while simultaneously reducing portfolio risk, so you can sleep better and eat better!KAM is a fiduciary: we do not get paid to sell products like brokers at the large banks, so our advice is conflict free and must be in your best interest.
  • Ycharts
    Co-Founder & Advisor (Acquired In 2021)
    Ycharts 2009 - 2020
    Chicago, Illinois, Us
    YCharts services Investment Professionals enabling them to easily analyze fundamental and technical data sets of multiple companies and economic indicators in one place.I was responsible for the data-driven rating and ranking system of stocks and well as other advisory roles.
  • Lake Forest Graduate School Of Management (Lfgsm)
    Adjunct Professor
    Lake Forest Graduate School Of Management (Lfgsm) 2013 - 2014
    Lake Forest, Illinois, Us
    I taught a virtual class in Decision Sciences (making decisions based on math, statistics, and game theory).
  • Concordia University
    Adjunct Professor
    Concordia University 2009 - 2010
    Montreal, Qc, Ca
    I created and taught an entrepreneurial finance class at Concordia's new business school.
  • Bear Stearns Companies
    Portfolio Manager
    Bear Stearns Companies 2000 - 2007
    New York City, Us
    My quantitative methodology helped to manage the holdings of an $800MM portfolio for high-net-worth individuals and institutions.
  • Lehman Brothers
    Registered Representative
    Lehman Brothers Jul 1998 - Sep 1999
    Us
    I raised over $25MM in 4 months from high-net-worth individuals and institutions.

Stuart Kruse, Cfa Skills

Investments Portfolio Management Asset Management Finance Asset Allocation Start Ups Financial Analysis Management Venture Capital Financial Modeling Financial Risk New Business Development Due Diligence Financial Services Business Strategy Asset Managment Management Consulting Microsoft Excel Analysis Excel Business Development

Stuart Kruse, Cfa Education Details

  • Northwestern University - Kellogg School Of Management
    Northwestern University - Kellogg School Of Management
    Decision Sciences
  • Northwestern University
    Northwestern University
    Chemical Engineering

Frequently Asked Questions about Stuart Kruse, Cfa

What company does Stuart Kruse, Cfa work for?

Stuart Kruse, Cfa works for Kruse Asset Management

What is Stuart Kruse, Cfa's role at the current company?

Stuart Kruse, Cfa's current role is Founder & CEO of Kruse Asset Management (Virtual Family Office).

What is Stuart Kruse, Cfa's email address?

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What is Stuart Kruse, Cfa's direct phone number?

Stuart Kruse, Cfa's direct phone number is +131277*****

What schools did Stuart Kruse, Cfa attend?

Stuart Kruse, Cfa attended Northwestern University - Kellogg School Of Management, Northwestern University.

What skills is Stuart Kruse, Cfa known for?

Stuart Kruse, Cfa has skills like Investments, Portfolio Management, Asset Management, Finance, Asset Allocation, Start Ups, Financial Analysis, Management, Venture Capital, Financial Modeling, Financial Risk, New Business Development.

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