Charles Craig

Charles F. Craig, CFA®, CFP®, CAIA
Senior Vice President Senior Investment Manager

100 Overlook Ctr

Suite 2109,

Princeton, NJ 08540-7814

About me

Background

Charles “Chuck” is a Senior Investment Manager of Truist Wealth with thirty years of experience in the investment management industry. Chuck began his career on a trading desk, evolved to become an analyst, and has been managing portfolios for over fifteen years. He has worked in equity trading for a Fortune 500 financial services company, supplied research and analytical support to long-short equity and quantitative hedge funds, and managed portfolios with a number of mandates utilizing several strategies. This extensive experience, particularly in equity investments and alternatives, lends well to a unique ability in the design of custom, complex, if necessary, portfolios that are both tactically efficient and strategically aligned with client goals, objectives, and risk tolerance. Chuck strives to position clients in an ideal way to allow for a comfortable experience while at the same time achieving maximum investment results.  He enjoys providing customized, holistic, solutions to clients.

Chuck received a BA in Economics from the University of Louisville (his hometown) where he was recognized as the Carl E. Abner Outstanding Senior in this field of study. He attended the Kelley School of Business at Indiana University where he focused his studies on investments, receiving an MBA in Finance and Accounting, and graduating as a leading member of the Investment Management Academy. Chuck has continued to keep his industry knowledge up to date throughout his career, becoming a CFA Charterholder in 2005, obtaining the Financial Risk Manager Designation in 2016, becoming a CAIA Charterholder in 2017, and finally, receiving the Certified Financial Planner designation in 2021. He enjoys the intellectually challenging environment of staying on top of markets, being a student of financial history, and deploying capital in such a way to enhance results.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

MBA Finance, Accounting
Kelley School of Business, Indiana University 2002
BA Economics
University of Louisville 1998

Personal Interests

In addition to professional organizations related to his responsibilities as an Investment Manager, Chuck is also very active in the community and works to support and/or serve a variety of organizations. His current focus is on childhood development and health and wellness, serving as Board Chair for the Princeton YMCA, as a Board Member of the Greater Somerset County YMCA, and as a member of the organization’s finance committee. Chuck also supports organizations that focus on adults and children with special needs, animal welfare, and the arts.  He lives in Princeton with his three sons.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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