A self-described ‘stock junkie,’ Craig enjoys researching different types of investments that help his Bartlett clients reach ambitious goals. With 15 years of investment planning experience, Craig’s approach centers on educating individuals to better provide them with financial peace of mind.

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

Craig lives in Amberley Village with wife, two sons and a daughter who are actively involved in Cincinnati’s Jewish community, volunteering with the Mayerson JCC. An average weekend finds Craig and his family attending an FC Cincinnati game or eating at Tacos Locos food truck in Pleasant Ridge.

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

• Art Academy of Cincinnati: Finance Committee, since 2013
• Art Academy of Cincinnati: Board of Trustees, since 2014
• Jewish Community Center Finance Committee, since 2015
• Jewish Community Center Investment Committee, since 2015

Community Involvement

• Economics Center StEP Program, since 2013
• Cincinnati Community ToolBank, since 2015

Awards and Honors

• Five Star Manager, 2019

– To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.

Five Star Professional:

-Conducts comprehensive research
-Recognizes service professionals
-Partners with leading city/regional magazines
-Helps award winners gain the recognition they deserve

To view full methodology, visit Five Star Professional’s website here: https://fivestarprofessional.com/public/wmresearch