Craig joined Capital Insight Partners just four months after we launched the firm. He was made a partner in his 30s. Craig leads the investment effort including setting the investment strategy. He is a native of Tucson, a proud U of A Wildcat, and our resident expert on automobiles.
In his role as Chief Investment Officer, Craig leads our investment team and is responsible for identifying strategic risks and opportunities in the capital markets. Prior to joining Capital Insight Partners shortly after its founding, he was part of a fee-only financial planning team assisting high net worth families in La Jolla, CA. His background also includes corporate taxation audits for Fortune 500® companies.
A native of Tucson, Craig is a graduate of The University of Arizona with a Bachelor of Science degree in Business Management. Craig holds the Chartered Financial Analyst (CFA) designation and is a member of the Phoenix CFA Society and CFA Institute. He and his wife welcomed their first child in 2016. They are avid travelers and have set foot on all seven continents. He is also a member of the Porsche Club of America and PCA Arizona Region.