Kim Krause, CFA®, Investment Advisor

Foundations and Endowments Specialty Practice

Kim Krause Photo
Kim Krause, CFA®, Investment Advisor

Foundations and Endowments Specialty Practice

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501 E. Las Olas Blvd, 2nd Floor

Ft Lauderdale, FL 33301

About

Kim Krause is an Investment Advisor within the Foundations and Endowments Specialty Practice at SunTrust Bank. Kim offers clients more than 20 years of investment management experience. Kim has earned the professional designation of Chartered Financial Analyst® (CFA® from the CFA® Institute and is a graduate of Florida State University. She also has earned a Master of Business Administration degree from Nova Southeastern University.

As an Investment Advisor, Kim advises on the development and implementation of investment strategies to help clients meet their short and long term goals. She follows a disciplined process of assessing an organization's financial situation, determining risk tolerance, forming and executing an appropriate investment strategy and regular portfolio rebalancing and reporting in order to obtain measurable results.

Kim joined SunTrust in 2011. As a member of the firm's Thought Leadership Editorial Committee, Kim contributes investment-related content for the development of white papers and webinars. She has also represented the firm as a featured speaker at several industry conferences. Prior to joining SunTrust, Kim held various positions at Franklin Templeton Institutional Investments. Kim is a member of CFA® Miami and volunteers her time at several local community organizations.

SunTrust's Foundations and Endowments Specialty Practice delivers comprehensive investment advisory, administration, planned giving, custody, trust and fiduciary services to nonprofit organizations. The firm administers assets for foundations, hospitals, educational institutions, cultural organizations, human service agencies, associations, municipalities and other nonprofits.

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