Professional Organizations
Favorite part of the job
I really enjoy showing clients how we can apply institutional investment strategies to any client portfolio. When it comes to managing risk and diversification, controlling costs, and achieving market returns, we can apply the same principles to a small IRA or a large endowment fund.”
Beneath the surface
Craig lives in Cazenovia, NY with his wife Carol. They are empty nesters, and enjoy watching their two adult daughters as they search for their place in the world. His passion outside of work is rowing, which he now does in his single or double on Cazenovia Lake, while reminiscing about racing eights in college.
