Craig joined Stonegate during 2007 and brings more than two decades of experience to clients seeking wealth management and tax planning expertise.
From 2003 through 2007 Craig worked for two Registered Investment Advisors, Gerstein Fisher and American Economic Planning Group, in roles ranging from Financial Planner/Wealth Manager to Chief Compliance Officer. Prior to that, he spent five and one-half years with Sontag Advisory, a Registered Investment Advisor located in New York City. There he was a member of the investment policy committee and was directly responsible for the analysis and allocation of client investment portfolios. He also managed the firm’s compliance and administrative functions.
Craig was previously a tax manager for TAG, a wealth management concern located in New York City. He was responsible for the tax compliance, estate planning, research and projections for a prominent family within New York’s investment and philanthropic community. In this role, Craig was the primary tax contact for over 80 entities ranging from corporations to complex trusts.
From 1991 through 1994, Craig was a member of the Rockefeller Group, Inc. tax department where he was responsible for consolidated corporate compliance, budgeting and various Federal and State and Local Audits. Prior to this, he spent over five years with the tax department of two Big Six accounting firms, with responsibility for a wide variety of research and compliance issues for corporate and individual clients.
Craig is a New York State licensed Attorney and CPA. He received his undergraduate degree in accounting from SUNY @ Albany and his JD from St. John’s University. He previously served on the SUNY @ Albany Dean’s Advisory Board and is a member of various professional organizations.
During the last decade, Craig replaced his passion for competing in marathons and triathlons with any even greater obsession for golf.
Craig resides in Fort Lee, New Jersey with his wife Kerry and daughter Lindsay.
