Over his 40 years of experience in investment management, Craig has successfully helped hundreds of investors navigate every type of market environment, including the runaway inflation of the early '80s, the savings and loan crisis of the late 80s, the dot.com bubble of the early 2000s, the financial crisis of 2008-09, and the Covid pandemic that still affects us today.
Craig earned his bachelor’s degree in accounting from the University of North Texas in 1978. After spending almost 30 years with Smith Barney, in 2010 Craig was instrumental in launching Baird's Fort Worth office, where he became a Director for Baird. Craig pursued the opportunity to work with Baird because his core values of integrity, transparency and always putting the client first aligned with Baird’s core values. As part of his responsibilities with the Nicholson Davis Group, Craig overseas research on and implementation of institutional money managers, dividend cash flow strategies and portfolio management.
Craig and his wife, Kimberly, have been married for nearly 40 years and spend their time between their homes in Fort Worth and Traverse City, Michigan. Besides his passion for investing, Craig's other interests include golf, boating, wine collecting and giving back to community thru involvement with Colonial Charities.