Charles Craig Email & Phone Number
Relationship Manager, Portfolio Management @ Glenmede
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Charles Craig Location
- Princeton, NJ, US
Charles Craig Work
- 2025 -now Relationship Manager, Portfolio Management @
- 2022 -2025 Senior Vice President (SVP), Senior Investment Manager @
- 2017 -2022 Vice President (VP), Senior Investment Advisor @
- 2014 -2016 Portfolio Manager @
- 2006 -2013 Portfolio Manager @
- 2002 -2006 Research Analyst @
- 2001 -2001 Equity Research Summer Associate @ CIBC Capital Markets
- 1999 -2000 Trader @
- 1998 -1999 Financial Planning Analyst @
- 1993 -1997 Equity Research Specialist @ Providian Corporation
Charles Craig Education
- Indiana University - Kelley School of Business
Master of Business Administration (MBA) (Finance & Accounting)
- University of Louisville
Bachelor of Arts (BA) (Economics)
- NYU School of Professional Studies
Certificate (Financial Planning and Services)
Charles Craig Skills
- Retirement Income Strategies
- Financial Advice
- Managing Debt
- Retirement Solutions
- Managing Cashflow
- Estate Strategies
- Wealth Transfer
- Financial Planning
- Risk Assessment
- Risk Analysis
- Portfolio Review
- Investments
- Investment Strategies
- Asset Management
- Risk Management
- Asset Allocation
- Investment Management
- Alternative Investments
- Trading Strategies
- Portfolio Optimization
- Equity Valuation
- Accounting
- Commodity Markets
- Economics
- Global Macro
- Relative Value
- Technical Analysis
- Absolute Return
- Valuation
- Managed Futures
- Sales
- International Investment
- Portfolio Management
- Financial Modeling
- Performance Attribution
- Bloomberg
- Value Investing
- Team Leadership
- Trend Following
- Strategic Planning
- Value At Risk Var
- Fund Of Funds
- Asset Managment
- Statistical Data Analysis
- Equities
- Mutual Funds
- Equity Research
- Bloomberg Terminal
- Emerging Markets
- Volatility
- Marketing
- Microsoft Excel
- Proprietary Trading
- Options Strategies
- Statistical Arbitrage
- Monte Carlo Simulation
- Interest Rates
- Stock Picking
- Customer Service
- Financial Analysis
- Commodity
- Management
- Project Management
- ETFs
- Trading Systems
- Trading
- Financial Risk Management
- Long/Short Equity
- Equity Derivatives
- Behavioral Finance
- Currency
- Options
- Hedging
- Hedge Funds
- Equity Trading
- Chartered Financial Analyst
- Value at Risk
Charles Craig Summary
- Charles Craig, based in Princeton, NJ, US, is currently a Relationship Manager, Portfolio Management at Glenmede. Charles Craig brings experience from previous roles at Truist Wealth, PNC, WestEnd Capital Management and Mainstream Investment Advisers. Charles Craig holds a Master of Business Administration (MBA) in Finance & Accounting @ Indiana University - Kelley School of Business. With a robust skill set that includes Retirement Income Strategies, Financial Advice, Managing Debt, Retirement Solutions, Managing Cashflow and more. Charles Craig has 3 emails and 2 mobile phone numbers on RocketReach.
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