Craig has spent the last two decades in various advisory roles across the financial services industry, from comprehensive financial planning to life insurance specialization. This diverse background has allowed him to develop exceptional client discovery skills and a strategic approach to financial guidance while thriving in high-volume environments that have defined most of his career.
At Alcove Partners his remit is to lead our comprehensive discovery conversations with clients, continuously deepen relationships with our professional service partners, and pioneer technology solutions that enable personal relationships at scale - applying learnings from tech innovations to enhance the human connection that sits at the core of his career.
