raig has over 30 years experience in investment banking, transactional planning, strategic planning and investment management. He specializes in Private Equity, Business Transactions and Investment Management.
Craig is currently on the Board of Directors of Crimson Trace Corporation, and he was involved as an outside CFO and on the Board of Advisors to Benchmade Knife Company. He currently is involved as a strategic consultant to many owners and executive teams, and also serves on the Investment Committee for the firm. In addition, he is a Co-Founder and Managing Director of VergePointe Capital.
He has written financial articles for national and local publications, was featured on the cover of a national magazine, and has been a frequent lecturer on financial and investment planning to national audiences. In addition, he is a contributing author to "Tips from the Top - Targeted Advice from America's Top Money Minds", "Age Without Rage", and "The Secrets of Positioning Your Business to Sell".
He has received the Certified Financial Planner™ certification in addition to the CPA designation. He has also received the Certified Merger and Acquisition Advisor designation.
He has taken active roles in civic and professional organizations, including the Association for Corporate Growth, Executive Officers Club, Estate Planning Council, Rotary Club and past president of the Palo Alto Lions Club. He has also been involved in coaching youth basketball and soccer, and enjoys spending time with his wife and three children.
Investment advisory services offered through VergePointe Wealth Management, LLC (an SEC Registered Investment Advisor)