Craig is dedicated to working collaboratively with individuals and families to develop customized investment strategies tailored specifically to the needs of high-net-worth and ultra-high-net-worth investors.
For more than 15 years, Craig has been helping entrepreneurs and their families simplify their financial lives. He earned a Bachelor of Science degree and a Master’s degree from Gannon University. Prior to joining the Waldron team, Craig worked for the personal financial services group within a large regional public accounting firm, both as an advisor and as a voting member on the Investment Policy Committee. He has also spent time with the investment and private wealth management groups at PNC, KeyBank, and Lincoln Investment. Craig began his career in finance as an economics instructor and earned a certificate in financial planning from Boston University to become a CERTIFIED FINANCIAL PLANNER™ Professional.
At Waldron, Craig specializes in portfolio construction and enjoys building long-term relationships with clients through wealth management.
Outside of the office, Craig enjoys spending time outside on the golf course, traveling to the beach or the slopes, and reading about history or finance. He volunteers as a youth soccer coach and resides in the northern suburbs of Pittsburgh.