TEAM

Mitchel Krause, Financial Services Advisor

Stifel Financial
Mitchel C. Krause
First Vice President/Investments

Education
B.S., University of Connecticut

Licenses

Series 7, General Securities Representative
Series 24, General Securities Principal
Series 65, Investment Advisor Representative
Life, Health, and Variable Insurance

Experience

Mitchel has more than 18 years of investment industry experience and joined Stifel in 2007 when the firm acquired Ryan Beck & Co.

Philosophy

I believe my experience makes me unique from other financial advisors. I began my career as a private client group financial advisor focusing mostly on bank stocks and municipal bonds. During that time period, I was also able to take advantage of the ability to work on first- and second-step mutual savings bank thrift conversions, aiding our corporate finance department.

After eight years on the private client side, I transitioned from a retail advisor to an institutional sales and sales trading position, spending the next eight years on my career on the institutional side of the business. Working with private money managers, hedge fund managers, CEOs, and CFOs, facilitating corporate buybacks, exercising cashless options for corporate executives, and executing 10b5-1 plans on the buy and sell side have all given me a fundamental understanding of how markets work and efficient ways to employ strategies designed to help navigate them.

Leaving the institutional side of the business was a personal decision based on doing what I felt was best for me and my family, now with two young daughters. My family moved from New Jersey to North Carolina to offer what I believe to be a better quality of life for my little girls. Currently, I am rebuilding my private client group practice, focusing more on finding the best money managers available to my clients. While re-creating a business is difficult, it has proven to be the right business move for me to make. I truly enjoy providing a “personal touch” and forging personal relationships, working with and educating individuals as to how to plan and save for their future and leave a legacy for their children and their children’s children.

Hard work, dedication, and loyalty are all attributes I have developed from an early age and work diligently at every day. Success shows itself in many different ways, Theodore Hesburgh once said, “My basic principle is that you don’t make decisions because they are easy; you don’t make them because they are cheap; you don’t make them because they’re popular; you make them because they’re right.” I don’t believe you can sum it up any better, and by staying true to those words, success will often follow.


Mitchel C. Krause
First Vice President/Investments
Stifel, Nicolaus & Company, Incorporated
3605 Glenwood Avenue, Suite 310
Raleigh, North Carolina 27612
(919) 645-5910
(888) 825-6400
mitchel.krause@stifel.com
www.stifel.com

David Schuman

Certified NFLPA Contract Advisor

Inspired Athletes a Division of NUC Sports

New York, NY

dave@iathletes.com

201.912.2212

Family takes care of Family!

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Certified NFLPA Contract Advisor

Inspired Athletes a Division of NUC Sports

Boston, MA

dan@iathletes.com

617.688.6711