Craig Coleman Email & Phone Number
Director @ ASSET CONSULTING GROUP
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Craig Coleman Location
- St. Louis, MO, US
Craig Coleman Work
- 2024 -now Director @
- 2021 -now Vice President @
- 2019 -2021 Principal, Senior Investment Consultant @ Pavilion, a Mercer Practice
- 2018 -2021 Principal, Senior Investment Consultant @
- 2011 -2018 Vice President @ Summit Strategies Group
- 2008 -2011 Institutional Portfolio Manager @
- 2005 -2008 Financial Analyst @ M&I Institutional Trust Services
- 2005 -2006 Investment Associate @ Marshall & Ilsley
Craig Coleman Education
- Southeast Missouri State University - Harrison College of Business and Computing
BA (Finance, Economics)
2002-2004
Craig Coleman Skills
- Investments
- Asset Allocation
- Portfolio Management
- Investment Management
- Wealth Management
- Asset Managment
- Mutual Funds
- Series 7
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Fixed Income
- Due Diligence
- Financial Modeling
- Equities
- Retirement Planning
- Morningstar
- 401k
- Valuation
- Financial Analysis
- Finance
- Hedge Funds
- Securities
- Equity Valuation
- Pensions
- Financial Services
- Financial Advisory
- Wealth Management Services
- Corporate Finance
- Retirement
- Institutional Investments
- Defined Benefit
- Equity Research
- Separately Managed Accounts
- Financial Markets
- Quantitative Analytics
- Quantitative Finance
- Portfolio Optimization
- Performance Attribution
- Value Investing
- Investment Research
- Emerging Markets
- Pension Funds
- ETFs
- Banking
- High Net Worth Individuals
- Institutional
- Bloomberg
- Bloomberg Terminal
- Relationship Management
Craig Coleman Summary
- Craig Coleman, based in St. Louis, MO, US, is currently a Director at ASSET CONSULTING GROUP. Craig Coleman brings experience from previous roles at ASSET CONSULTING GROUP, Pavilion, a Mercer Practice, Mercer and Summit Strategies Group. Craig Coleman holds a 2002 - 2004 BA in Finance, Economics @ Southeast Missouri State University - Harrison College of Business and Computing. With a robust skill set that includes Investments, Asset Allocation, Portfolio Management, Investment Management, Wealth Management and more. Craig Coleman has 2 emails and 1 mobile phone numbers on RocketReach.
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Top ASSET CONSULTING GROUP Employees
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