Brad Craig

Brad Craig Email and Phone Number

Senior Vice President @ CIBC Private Wealth Management US
California, United States
Brad Craig's Location
San Francisco Bay Area, United States
Brad Craig's Contact Details

Brad Craig personal email

n/a

Brad Craig phone numbers

About Brad Craig

Investment experience 37 years spans institutional and wealth management strategies.

Brad Craig's Current Company Details
CIBC Private Wealth Management US

Cibc Private Wealth Management Us

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Senior Vice President
California, United States
Website:
cibc.com
Employees:
45698
Brad Craig Work Experience Details
  • Cibc Private Wealth Management Us
    Senior Vice President
    Cibc Private Wealth Management Us
    California, United States
    View
  • Cibc Private Wealth Management Us
    Senior Vice President
    Cibc Private Wealth Management Us Apr 2015 - Present
    San Francisco Bay Area
    Senior investment consultant to HNW families with $5 million liquid assets or more. Highly experienced (+40 years). Expertise in global equity, fixed income and alternatives ( hedge funds and private equity).
    View
  • Atlantic Trust Private Wealth
    Senior Vice President
    Atlantic Trust Private Wealth Apr 2015 - Jun 2018
    San Francisco, California
    Consultative investment advisor, suited for wealth clientele (individuals, families, public and private foundations) with greater than $5 million or higher investable assets; manage customized global portfolios invested in traditional public equities and fixed income, public & private investable real estate and alternative investments, including private equity & hedge funds.
    View
  • Wells Fargo
    Senior Vice President / Senior Investment Manager
    Wells Fargo Apr 2006 - Apr 2015
    Risk-management portfolio strategies using traditional stock and bond allocations layered with alternative strategies in hedge funds and private equity solutions. $10 million and higher minimum. Fee-based, fully discretionary fiduciary approach (non-brokerage).
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Brad Craig Skills

Portfolio Management Hedge Funds Investments Alternative Investments Private Equity Equities Asset Management Wealth Management Bonds Risk Management Financial Advisory Fixed Income Wealth Management Services Investment Management Strategy Mutual Funds Asset Allocation Securities Capital Markets

Brad Craig Education Details

  • Stanford University Graduate School Of Business
    Stanford University Graduate School Of Business
    Certified
  • Stanford University
    Stanford University

Frequently Asked Questions about Brad Craig

What company does Brad Craig work for?

Brad Craig works for Cibc Private Wealth Management Us

What is Brad Craig's role at the current company?

Brad Craig's current role is Senior Vice President.

What is Brad Craig's email address?

Brad Craig's email address is bc****@****ust.com

What is Brad Craig's direct phone number?

Brad Craig's direct phone number is +141053*****

What schools did Brad Craig attend?

Brad Craig attended Stanford University Graduate School Of Business, Stanford University.

What skills is Brad Craig known for?

Brad Craig has skills like Portfolio Management, Hedge Funds, Investments, Alternative Investments, Private Equity, Equities, Asset Management, Wealth Management, Bonds, Risk Management, Financial Advisory, Fixed Income.

Who are Brad Craig's colleagues?

Brad Craig's colleagues are Chris Smektala, Carla Marette, Navdeep Khangura, Coco Boysis, Paul Shedel, John Jamieson, Mohamed Saad.

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