About Craig
Craig is a financial professional dedicated to helping build and enhance portfolios. Craig joined Focus Partners Wealth following its merger with his former company, GYL Financial Synergies, where he had served as Managing Director of Portfolio Strategies since 2023. Prior to joining GYL, Craig was a Partner, Managing Director, and Portfolio Manager for Financial Partners Capital Management (FPCM) for more than 15 years. This followed his tenure in similar roles at Oppenheimer Capital and Pioneer Investments.
When not working, Craig enjoys spending time with his family, golf, and traveling, and has served as a Board member for various non-profits.
Education and Professional Milestones
-University of Pennsylvania College of Arts & Sciences - bachelor’s degree
- University of Chicago Booth School of Business – master’s degree
-CFA® charterholder, CFA® Institute member, and member of various CFA® societies
Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.
Craig is a financial professional dedicated to helping build and enhance portfolios. Craig joined Focus Partners Wealth following its merger with his former company, GYL Financial Synergies, where he had served as Managing Director of Portfolio Strategies since 2023. Prior to joining GYL, Craig was a Partner, Managing Director, and Portfolio Manager for Financial Partners Capital Management (FPCM) for more than 15 years. This followed his tenure in similar roles at Oppenheimer Capital and Pioneer Investments.
When not working, Craig enjoys spending time with his family, golf, and traveling, and has served as a Board member for various non-profits.
Education and Professional Milestones
-University of Pennsylvania College of Arts & Sciences - bachelor’s degree
- University of Chicago Booth School of Business – master’s degree
-CFA® charterholder, CFA® Institute member, and member of various CFA® societies
Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.