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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.
Burford Caudle Family Capital, A Division Of Burford Brothers, Inc.
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PartnerBurford Caudle Family Capital, A Division Of Burford Brothers, Inc. Mar 2022 - PresentBurford 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.
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Director Of Client DevelopmentLee Financial Jun 2021 - Mar 2022Dallas, Texas, UsCraig 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. -
PresidentIi Technology, Llc Sep 2018 - Jun 2021On 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.
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Financial AdvisorRbc Wealth Management Feb 2015 - Aug 2018Toronto, Ontario, Ca -
CeoLiberty Funds Group, Inc. Apr 1998 - Feb 2015LFG 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.
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Director Of Trading And MarketingAbraham Trading Co. Apr 1994 - Apr 1998
Craig Caudle Skills
Craig Caudle Education Details
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Texas Tech UniversitySpanish -
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?
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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.
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