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. He routinely advises on portfolio construction and implementation and works closely with members of the Waldron team to provide comprehensive planning and financial guidance. Prior to joining Waldron Private Wealth, 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.
A Pittsburgh native, Craig lives in the northern suburbs and enjoys spending time outside on the golf course, traveling to the beach or the slopes, and reading about history or finance. Craig also volunteers as a youth soccer coach.
Education & Certifications
Bachelor of Science, Gannon University
Master’s Degree, Gannon University
Boston University, Certificate in Financial Planning
Certified Financial Planner® Professional
Featured in The News
Mar, 2020 | Blog
We wanted to pass along an update on the quickly changing news over the weekend and the implications to financial markets/economy. It is important to recognize that the current market and economic conditions are event driven vs. technical driven as we saw in 2008. The plumbing in the financial markets continues to be fully functioning […]
May, 2018 | Recent News
Nov, 2017 | Recent News