Qualifications
Craig has been fulfilling his value statement since 1996.  He has worked for Menocal Capital Management, Alex Brown, Bankers Trust, and Tucker Anthony, until its acquisition by RBC Wealth Management in 2001. Craig graduated from Severn School in Severna Park, MD, the University of Maryland with a Bachelor’s degree, and Johns Hopkins University where he earned a Master of Science degree in financial management. In 2007, he earned the firm’s internal designation of Accredited Wealth Manager (AWM) through an education program sponsored by RBC Wealth Management and Michigan State University. This program is designed to provide financial consultants with cutting-edge strategies and training on the firm’s wealth management process.  Craig has also earned the Accredited Investment Fiduciary designation. The Accredited Investment Fiduciary ® (AIF) designation represents a thorough knowledge of and ability to apply the Global Fiduciary Standard of Excellence. AIF designees have a reputation in the industry as being the best positioned to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures. Craig is also a member of the Investment Management Consultants Association (IMCA).

Craig has been a pro bono advisor to the Saint Anne’s Parish’s Fiscal Policy Committee, the Saint Anne’s Day School’s Finance Committee, and the University of Miami Athletic Department’s Big East Challenge.  Prior to his financial career, Craig was awarded and maintained a NATO Secret clearance security level, working in the defense industry.

Personal
Craig lives in Severna Park, Maryland with his wife, Cristina, and three daughters. Craig believes in giving back to the community in which he lives.  His most passionate charitable interests include helping abused women and supporting child adoption.  He has served on boards involved in education, environmental protection, and healthcare for disadvantaged children, and is currently on the board of trustees for the Walk-The-Walk Foundation, also helping children in need.   Craig's passion for excellence is also evident in his sailing.  As a world-class sailor, Craig is the amateur 2007 Melges 24 World Champion.  Craig also donates his time and expertise as a sailing coach for the Varsity Offshore Sailing Team at the US Naval Academy.  Craig is also a coach for the St. Martin's Day School girl's lacrosse team.  He also enjoys duck and goose hunting, offshore fishing, and playing tennis.