Craig Amico, CFA®, CIPM®
Craig is a member of Wealthspire Advisors' Investment Team and is based in the firm's New York City office. In his role, Craig supports the firm's investment platform through investment research, manager due diligence, and analysis of current and prospective investment opportunities. He also partners with advisors to help deliver thoughtful investment solutions and strategic guidance to clients.
With more than 16 years of investment industry experience, Craig has held a variety of portfolio management, performance analysis, and investment research roles. Prior to joining Wealthspire, he served as Associate Director of Investment Management at Summit Financial. Earlier in his career, he held several positions at Bank of America Merrill Lynch, including Vice President, Overlay Portfolio Manager & Product Specialist and Senior Performance Analyst. He also served as a Reconciliation Analyst and Team Lead at PNC Global Investment Services.
Craig earned a Bachelor of Arts in Applied Mathematics from William Paterson University. He is a Chartered Financial Analyst® (CFA®) charterholder, holds the Certificate in Investment Performance Measurement (CIPM), and maintains his Series 65 license.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
