Craig typifies professionalism and experience when working with clients by putting their interests first. As their trusted advisor, Craig’s 20 years’ experience has been based on educating his clients and himself.
He graduated from Severn School in Severna Park, Maryland, the University of Maryland, and Johns Hopkins University, where he earned a Master of Science degree in financial management.
Craig is a Certified Private Wealth Advisor®, a professional designation he earned from The University of Chicago Booth School of Business. The CPWA® designation signifies that he has met initial and ongoing experience, ethical, education and examination requirements centered on private wealth management topics and strategies for high-net-worth clients.
Craig has earned the distinction as an Accredited Investment Fiduciary® (AIF®), representing a thorough knowledge of and ability to apply the Global Fiduciary Standard of Excellence.
He is an Accredited Wealth Management Advisor℠ (AWM®), member of the Senior Consulting Group and Baltimore Estate Planning Council.
Craig’s financial services career has gone full circle. He started at Alex. Brown prior to the purchase by Bankers Trust in 1997, until its acquisition by Deutsche Bank in 1999. He moved to Tucker Anthony until its acquisition in 2001 by the Royal Bank of Canada. In 2016, he rejoined Alex. Brown, division of Raymond James.Craig lives in Severna Park, Maryland, with his wife, Cristina, and their three daughters.
He is passionate about education, environmental protection, healthcare for disadvantaged children and helping children in need.
Craig stays active hunting duck and goose, also yacht racing, fishing and playing tennis.
Accredited Wealth Management AdvisorSM and AWMA® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.