Craig’s approach as a wealth advisor centers around providing individuals with the right resources to better provide them with financial peace of mind. He provides investment advisory services to high-net-worth individuals and their families, foundations, endowments, and nonprofit institutions.

Originally from Cape Town, South Africa, Craig is an avid traveler and history buff whose favorite destinations include places of deep historical significance.

Craig lives in Amberley Village with his wife and three children who are actively involved in Cincinnati’s Jewish community, actively volunteering with the Mayerson JCC.

History at Bartlett

• Joined Bartlett in 2012
• Wealth Advisor since 2002

Education

• Princeton University, BA in Economics, 2001
• Columbia University, MBA, 2008

Boards and Committees

• Jewish Community Center Finance Committee, since 2015
• Jewish Community Center Investment Committee, since 2015
• Jewish Cemeteries of Cincinnati, Investment Committee, since 2024

Community Involvement

• Economics Center StEP Program
• Cincinnati Community ToolBank
• Jewish Community Center
• Rockwern Academy