Craig Cardwell

Craig Cardwell has extensive work experience in the financial sector. Craig is currently a Partner and Regional CFO at Corient, where they manage the firm's wealth advisors and oversees the management of over $147 billion in assets for high and ultra high net worth clients. Prior to joining Corient, they served as the Chief Financial Officer at RGT Wealth Advisors, a Registered Investment Advisory firm. Craig also worked as a Finance Manager at Robertson, Griege & Thoele, where they provided customized investment management and financial planning solutions to clients. Earlier in their career, Cardwell held roles at glendonTodd Capital LLC as a Director of Financial Planning and Analysis and as a Summer Associate. Craig also worked as an AVP - Senior Financial Analyst at The F&M Bank & Trust Company and as a Credit Analyst at Sterling Bank.

Craig Cardwell attended Southern Methodist University - Cox School of Business from 2012 to 2014, where they obtained a Master of Business Administration (M.B.A.) degree with a focus on Strategy and Entrepreneurship. Prior to that, they studied at Baylor University from 2004 to 2008, earning a Bachelor of Business Administration (BBA) degree in Finance.