Everything we do centers on what’s in the best interest of the client. That’s our enduring, guiding principle.
Craig focuses on providing comprehensive wealth and investment management services to corporate executives, entrepreneurs and other wealthy individuals and their families. Craig’s extensive experience in financial services spans almost two decades prior to joining Klingman & Associates in 2006, including lengthy tenures at Northwestern Mutual Investment Services and Lord Abbett & Co.
In 1988, Craig earned a Bachelor of Science in marketing from Marquette University. He received his MBA in management from the Fordham Graduate School of Business in 1993. He has a Certified Financial Planner™ certification from the Certified Financial Planner Board of Standards, Inc. and has been conferred the Certified Life Underwriter™ certification from The American College.
Craig is a trustee of the board of education for the Union Free School District of the Tarrytowns and a former trustee of the Village of Sleepy Hollow, New York, where he lives with his wife, Laura, and children, Alexander, Andrew and Sarah. He competes regularly in tennis, basketball and running, and enjoys coaching his children's teams.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.