As a Senior Investment Advisor, Craig’s responsibilities include the development, execution and communication of investment strategies for clients. He is also responsible for the external manager search and selection process, as well as private investment due diligence.
Prior to joining St. Clair Advisors, Craig was Senior Vice President of Investments for Key Private Bank. In this role, he advised high net worth individuals and their families on financial matters including asset allocation, risk mitigation and manager selection. He co-founded Key’s Investment Management Advisory Committee and was responsible for establishing investment mandates and the selection criteria of third-party investment strategies for Key’s clients.
Craig is a board member and investment committee chair of Bluecoats, Inc., an organization devoted to the well-being of families of Cuyahoga County safety forces who have lost their lives in the line of duty. Craig is also a member of the Investment Management Consultants Association.
Craig earned his undergraduate degree in finance from Kent State University and his MBA from John Carroll University. He is a Certified Investment Management Analyst (CIMA).