Craig has over 20 years of experience in the wealth management industry. He joined the firm in 2003 as an advisor working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive financial/investment strategy. He previously worked at U.S. Trust Company where he advised high net-worth families and corporate executives in all aspects of wealth management.

Craig is a member of the New York State Bar Association and the American Bar Association and serves on the investment committee of the Montclair Community Pre-K and Lulu’s Fund. He lives in Montclair, NJ with his wife and three children.

Previous Experience

  • Wealth Consulting Group at U.S. Trust Company

Education & Credentials

  • BA, Rutgers College, Political Science
  • JD, New York Law School

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