foundations, and high net worth individuals. He was elected to serve as a member of the investment committee responsible for an $850 million in-house managed account program. In addition, he provided investment management consulting services.
Since then, he has dynamically evolved his company and established a time-tested track record of diversified wealth management strategies for a wide variety of clients, where he handles investment decisions, wealth management, financial planning, and regulatory compliance.
Craig, with his wife Leesa, lives in the Sunny Hills neighborhood in Fullerton, California. Craig’s hobbies include reading, running, sailing, diving, golfing, flying and driving race cars. Before deciding to focus on raising the children, Leesa was an airborne news and traffic reporter for KFWB radio in Los Angeles, where she won two Golden Mic awards for her live news coverage of the LA Fires and the OJ Simpson chase. Craig’s twins Will and Sarah are now juniors at Duke University in North Carolina.