Craig is a seasoned financial professional who has over 20 years of experience. He received his Masters in Business Administration in Finance from University of New Haven in 2004. Craig received his undergraduate degree in Finance, with a minor in Psychology, from Bryant University in 1997.
Prior to joining Exencial Wealth Advisors, Craig worked for Fisher Investments, Fidelity Investments and Ameriprise. He began his career at Ameriprise, where he spent 9 years in various financial and management roles. He then joined Fidelity Investments, where he spent 8 years. His most recent role was as a Vice President, Senior Account Executive managing $1.5 billion for over 400 families. During his tenure at Fidelity, Craig was the recipient of the Fidelity Achiever Award, awarded to him multiple years. This award is one of Fidelity’s highest recognition awards.
Craig has spent the majority of his career helping individual clients meet their financial goals and achieve financial freedom. He will explain Exencial Wealth Advisors’s approach and how it compares to other money management options currently available to you. Craig will review your current financial situation, discuss your personal investment goals and objectives, and help determine how Exencial Wealth Advisors can best benefit you.
In his spare time, Craig enjoys spending time with his wife, son and daughter. Craig is an avid outdoorsman, loves to give back to his Community, and is a Committee Member for his sons Cub Scout Pack. Some of his hobbies include spending valuable family time doing the following: golfing, fishing, camping, and boating.
