Joss Craig is the current Vice President at Silvercrest Asset Management. Prior to this, they were a Director and Portfolio Manager at Stanhope Capital from July 2014 to July 2019. There, they managed UHNW private client relationships and was responsible for building and co-managing a team with a combined AUM of $1bn while maintaining oversight of all back and middle office functions.
Craig began their career in January 2013 as a Financial Business Partner at Kleinwort Benson. Joss remained in this role until December 2013 when they transitioned to Stanhope Capital.
Craig has a wealth of experience in financial management and investment advising. At Silvercrest, they are responsible for marketting the firm and pitching for new investment mandates. Joss also builds long term strategic asset allocations for sophisticated investment portfolios to achieve a required rate of return with an acceptable level of risk. As the main client contact, they deal with queries in relation to portfolios and general financial affairs.
Throughout their career, Craig has advised clients on investment portfolios and carried out portfolio reviews. Joss has also managed private equity, real estate, and private credit portfolios on behalf of clients. Additionally, they have experience monitoring and rebalancing liquid portfolios as needed to keep within set asset allocation, geography, and currency targets. Craig is also skilled in presenting bespoke portfolio reports and presentations, which includes preparing performance attribution analysis and composite benchmark returns.
Joss Craig attended the University of St Andrews, where they obtained a Master of Arts in Theology. They also attended Ampleforth College. They are certified from the CFA Institute and have passed CFA Level 1.
They are on a team with Rohan Kalyanpur - SVP & Head of Technology, Roger W. Vogel - Managing Director, and Joseph R. Agnello - Vice President. Their manager is Richard R. Hough III, Chairman & CEO .
January, 2020 - present