An industry veteran, Craig’s career began with The Equitable where he completed the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. In 1997, Craig formed Cypress Group, LLC, to handle the unique needs of retirement plans.
Prior to joining Strategic Retirement Partners as a Managing Director of the Mid-Atlantic regional office, Craig was a Managing Director affiliated with 401(k) Advisors where he was charged with assisting plan sponsor clients to adopt ongoing fiduciary best practices, including investment due diligence, fee benchmarking and plan compliance and design.
Current role
VP, Regional Managing Director Mid-Atlantic Region at The Siegfried Group
Managing Director, Mid-Atlantic at Complete Discovery Source
Managing Director, Mid-Atlantic at Bozzuto & Associates, Inc.
Managing Director, Mid Atlantic Operating Group at Greeley and Hansen
Managing Director, Mid-atlantic Region at Alera Group