Craig is a Senior Wealth Advisor at Miracle Mile and has worked in the financial services industry for over 10 years. He works with high net worth individuals and families to build customized financial plans and investment solutions through a goal-oriented approach.
Prior to joining the firm, Craig began his career at Fidelity Investments in Chicago where he worked with financial advisors to build plan based advice for their clients. He spent the next 5 years on the sell side at Deutsche Asset Management, where he worked with financial advisors to analyze and build client portfolios via Individual Stocks, ETFs, Mutual Funds, & Alternative products. Among many fund launches, Craig was a part of launching the industry’s first ESG (Environmental, Social, Governance) ETF that tracks the S&P 500.
Craig received his bachelor’s degree in Finance from Saint Louis University. An elective course titled ‘Financial Literacy and how to apply it’ that was led by two Financial Advisors was his hook into the financial services industry.
There is more than
meets the eye.
- Is an avid Chicago sports fan (Cubs > Sox) and enjoys playing year-round golf since moving to southern California two years ago.
- Has three siblings, all of which are sisters who each live in a different city around the US: Chicago, Atlanta, & Laguna Beach.
- Volunteers at Operation HOPE, Banking on our Future to help improve financial literacy in low-income, underfunded areas, and school programs.