“In the early 1990s it became clear to us that ordinary people were going to need help managing their substantial savings, as 401(k) plan assets began to replace pensions as a source of retirement income. After spending the first decade of my career in the world of corporate finance, I was excited to work with clients and apply institutional investment principles to help them achieve their goals.”
“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.”
BS and MBA – Cornell University
Chartered Financial Analyst (CFA) – CFA Institute
SUNY ESF (College of Environmental Science and Forestry) Foundation Board – Treasurer
CNY Community Foundation – Board Member
First Presbyterian Church of Cazenovia – Treasurer
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.