Craig Caudle

Craig Caudle Email and Phone Number

Partner, Burford Caudle Family Capital, A Division of Burford Brothers, Inc. @
Craig Caudle's Location
Dallas-Fort Worth Metroplex, United States, United States
Craig Caudle's Contact Details

Craig Caudle work email

Craig Caudle personal email

n/a
About Craig Caudle

The Burford Caudle Family Capital division will focus its efforts to deliver a uniquely managed client driven investment platform along with a comprehensive financial planning offering. These two service initiatives will build on a decades long commitment of Burford Brothers to their clients but will be modified to address the complexity and specific needs of ultra-high net worth clients. This push toward a Multi-Family Office format will be aided by new Burford Bothers team members Craig Caudle and Corbin Caudle. Craig brings over 38 years of diverse investment experience to Burford Brothers, having served in leadership positions at both investment advisory and investment content firms. Corbin spent the last three years serving as an analyst and an operations lead in the Family Office division of a multi-billion dollar Dallas based investment advisor. The Burford Caudle Family Capital division will draw on the cumulative experience, energy, and expertise of the entire Burford Brothers organization to deliver on this commitment to current and future clients. Craig was formerly the Director of Client Development at Lee Financial. He was responsible for marshalling the resources of the firm to create a successful experience for the firm's current clients and for introducing the firm's service offering to prospective client families. Craig was formerly President of II Technology, LLC where he was responsible for operations and business development. II Technology’s Optimal Beta Strategy™ embraces the philosophy that markets are efficient but portfolios aren’t. Craig was formerly a Financial Advisor (January 2015 - September 2018) involved with portfolio development, manager research, client relations, and business development as a team member and partner with the Blonkvist Investment Group. The Blonkvist team is a top performing advisory group within RBC Wealth Management's North American network. Craig was formerly a principal and CEO for Liberty Funds Group (April 1998 - December 2014). Liberty Funds Group operated a Commodity Trading Advisor, a Commodity Pool Operator, and Fund of Hedge Funds, and a Broker Dealer. Craig was a Director for the National Futures Association from February 2007 until February 2012. Craig graduated from Texas Tech University in 1983 with a B.S. degree in International Trade and a minor in Spanish. He has run 5 marathons. He used to be decent at Golf.

Craig Caudle's Current Company Details
Burford Caudle Family Capital, A Division of Burford Brothers, Inc.

Burford Caudle Family Capital, A Division Of Burford Brothers, Inc.

Partner, Burford Caudle Family Capital, A Division of Burford Brothers, Inc.
Craig Caudle Work Experience Details
  • Burford Caudle Family Capital, A Division Of Burford Brothers, Inc.
    Partner
    Burford Caudle Family Capital, A Division Of Burford Brothers, Inc. Mar 2022 - Present
    Burford Caudle Family Capital was formed as a division of Burford Brothers, Inc. in March of 2022. The Burford Caudle Family Capital division will focus its efforts to deliver a uniquely managed client driven investment platform along with a comprehensive financial planning offering. These two service initiatives will build on a decades long commitment of Burford Brothers to their clients but will be modified to address the complexity and specific needs of ultra-high net worth clients. This push toward a Multi-Family Office format will be aided by new Burford Bothers team members Craig Caudle and Corbin Caudle. Craig brings over 38 years of diverse investment experience to Burford Brothers, having served in leadership positions at both investment advisory and investment content firms. Corbin spent the last three years serving as an analyst and an operations lead in the Family Office division of a multi-billion dollar Dallas based investment advisor. The Burford Caudle Family Capital division will draw on the cumulative experience, energy, and expertise of the entire Burford Brothers organization to deliver on this commitment to current and future clients.
  • Lee Financial
    Director Of Client Development
    Lee Financial Jun 2021 - Mar 2022
    Dallas, Texas, Us
    Craig is responsible for marshalling the firm's resources to deliver a successful experience for current Lee Financial clients and for introducing the firm's service offering to prospective client families.
  • Ii Technology, Llc
    President
    Ii Technology, Llc Sep 2018 - Jun 2021
    On September 10, 2018, I joined II Technology LLC as its President. II Technology, LLC, is a registered investment advisory firm in the state of Texas. II Technology was founded upon and named after Inductive Inference Technology™, an evidence-based research methodology developed by Mark Abraham, our founder and CEO, that utilizes applied probability theory in order to optimize decision-making under uncertainty.
  • Rbc Wealth Management
    Financial Advisor
    Rbc Wealth Management Feb 2015 - Aug 2018
    Toronto, Ontario, Ca
  • Liberty Funds Group, Inc.
    Ceo
    Liberty Funds Group, Inc. Apr 1998 - Feb 2015
    LFG is a Registered Investment Advisor with the State of Texas and is registered as a Commodity Trading Advisor and Commodity Pool Operator with the National Fututres Association and the Commodity Futures Trading Commission.
  • Abraham Trading Co.
    Director Of Trading And Marketing
    Abraham Trading Co. Apr 1994 - Apr 1998

Craig Caudle Skills

Trading Derivatives Alternative Investments Hedge Funds Asset Management Options Trading Strategies Commodity Investments Equities Portfolio Management Foreign Exchange Investment Strategies Trading Systems Asset Managment Commodity Markets Investment Management Fixed Income Proprietary Trading Mutual Funds Managed Futures Financial Markets Risk Management Fund Of Funds Hedging Currency

Craig Caudle Education Details

  • Texas Tech University
    Texas Tech University
    Spanish
  • St Mark'S School Of Texas
    St Mark'S School Of Texas

Frequently Asked Questions about Craig Caudle

What company does Craig Caudle work for?

Craig Caudle works for Burford Caudle Family Capital, A Division Of Burford Brothers, Inc.

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

Craig Caudle's current role is Partner, Burford Caudle Family Capital, A Division of Burford Brothers, Inc..

What is Craig Caudle's email address?

Craig Caudle's email address is cc****@****grp.com

What is Craig Caudle's direct phone number?

Craig Caudle's direct phone number is +180643*****

What schools did Craig Caudle attend?

Craig Caudle attended Texas Tech University, St Mark's School Of Texas.

What are some of Craig Caudle's interests?

Craig Caudle has interest in Golf, Boating, Running.

What skills is Craig Caudle known for?

Craig Caudle has skills like Trading, Derivatives, Alternative Investments, Hedge Funds, Asset Management, Options, Trading Strategies, Commodity, Investments, Equities, Portfolio Management, Foreign Exchange.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.