Paul R. Krause
CEO, Portfolio Manager
MBA Harvard University
BA Economics Brown University
25 years as a financial advisor and portfolio manager with PaineWebber, Tucker Anthony, and RBC Wealth Management.
5 Years as CEO, Chief Investment Officer & Portfolio Manager with Krause Investment Advisory Group, LLC (KIAG)
Affiliated with SagePoint Financial, Inc., member FINRA/SIPC, a registered investment advisor and independent broker/dealer - www.sagepointfinancial.com.
Completed the CAN SLIM® Masters Curriculum and passed the CAN SLIM Masters Exam in January 2015 (See Experience with CAN SLIM tab for more information).
Possesses a 30-year complaint-free FINRA record.