Craig is a Senior Vice President, Senior Portfolio Manager in Whittier Trust’s San Francisco office. Craig works with high net worth families and their philanthropic foundations investing portfolios individually tailored 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 institutional 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 Co-Chair of the Investment Research Challenge for the CFA Society of San Francisco organizing the competition for six years. Craig is now a member of the Investment Committee for URI.org.