Craig is a Senior Vice President, Senior Portfolio Manager in Whittier Trust’s San Francisco office. Craig works with approximately twenty high net worth families and their philanthropic foundations investing portfolios individually designed for each clients’ unique circumstances.
Prior to joining Whittier Trust, Craig was at AllianceBernstein LP for 15 years where he was a Senior Vice President and Portfolio Manager of equity and fixed income accounts for mutual fund, Taft Hartley, insurance and sub-advisory clients. Prior to that, he was a fixed income analyst and investment banker with Lebenthal & Co. in New York.
Craig earned his Bachelor’s degree in Economics from Colorado College and his MBA from the Wharton School of the University of Pennsylvania. He holds the designation of Chartered Financial Analyst (CFA®) and is a member of the CFA Society of San Francisco. Craig served as the Chair of the Investment Research Challenge for the CFA Society of San Francisco organizing the competition for six years. In addition, Craig has served as a mentor to student teams that have won the regional competition and gone to the National Competition several times.