Brad Craig is a seasoned investment professional with over 40 years of expertise in wealth management, institutional investment strategies, and portfolio management. With a distinguished career that spans decades, Brad has cultivated a reputation as a trusted advisor to high-net-worth individuals, families, and institutional clients, consistently delivering tailored solutions to meet complex financial needs.
As a Senior Vice President at CIBC Private Wealth Management US, Brad has served as a fiduciary investment consultant to clients with liquid assets exceeding $5 million. He oversees portfolios encompassing global equities, fixed income, and alternative investments such as hedge funds and private equity with over $500 million in directed assets under management.
Before his tenure at CIBC, Brad was a Senior Vice President at Atlantic Trust Private Wealth, where he specialized in creating customized global portfolios for clients, including public and private foundations. His expertise extended beyond traditional investments to encompass private real estate, hedge funds, and private equity, further demonstrating his ability to adapt strategies to diverse client needs.
Brad also held leadership roles at Wells Fargo Private Bank, where he managed a $2 billion fiduciary asset portfolio. His fee-based, fully discretionary fiduciary approach emphasized risk management and alternative investment strategies, solidifying his ability to navigate the complexities of modern wealth management.
Early in his career, Brad served as Chief Investment Officer at Bank of the West, overseeing a $9 billion securities portfolio. His contributions to the Asset Liability Committee, coupled with his technical expertise in portfolio management tools, underscored his strategic acumen and ability to drive institutional success.
Brad’s commitment to education is evident through his academic background at Stanford University, where he earned his AB in Human Biology, and the Stanford Graduate School of Business, where he completed the Advanced Management College Executive Education Program. His credentials include the FINRA Series 65 and a Level I Chartered Alternative Investment Analyst (CAIA) designation.
Beyond his professional endeavors, Brad is dedicated to community service. He has served as a Trustee and Finance Committee Member for the Mills Peninsula Hospital Foundation for over 17 years, contributing his financial expertise to promote health and wellness in the San Francisco Bay Area.
An avid educator, Brad shares his knowledge as an Adjunct Professor in the Department of Economics at the University of San Francisco, focusing on alternative investments. His passion for teaching reflects his commitment to empowering others with the tools to navigate complex financial landscapes.
Brad’s global perspective is rooted in his extensive international exposure, including engagements in Europe and Japan. This global insight, coupled with his technical mastery in investment analytics, enables him to deliver innovative solutions tailored to diverse market conditions.
Outside of work, Brad is passionate about maintaining a balanced lifestyle. He enjoys swimming, tennis, golf, playing the piano, and practicing mindfulness, reflecting his belief in the importance of healthy living habits to sustain professional and personal excellence.
Character:
Brad Craig exemplifies integrity and ethical leadership, consistently placing client success and trust at the forefront of his professional endeavors. His dedication to excellence and community service reflects a steadfast commitment to making a positive impact both professionally and personally.
Knowledge:
With over four decades of expertise in global markets, wealth management, and alternative investments, Brad brings a deep and nuanced understanding of financial strategies. His mastery of investment analytics and risk management enables him to deliver innovative solutions tailored to diverse client needs.
Strategic:
Brad’s ability to design and implement customized portfolio strategies showcases his forward-thinking and results-oriented approach. His extensive experience in institutional and individual wealth management positions him as a leader capable of navigating complex financial landscapes.
Communication:
A skilled communicator, Brad fosters strong, trusting relationships by providing clarity and insight in all client and team interactions. His teaching and mentorship roles further demonstrate his ability to convey complex ideas in an accessible and impactful way.
