Charitable Giving for the High-Net-Worth Individual
Charitable giving is an important part of life for many clients. Whether donating money or…
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, and tax 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.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.