Craig Wakefield's Location
Houston, Texas, United States
Craig Wakefield's Work
- Senior Client Strategist @ BNY Mellon Wealth Management
- Managing Director @ U.S. Trust
- SVP @ Condera Advisors, LLC
Craig Wakefield's Education
- Texas A&M University
Bachelor of Science (B.S.) (Economics)
1987 - 1991 - University of Houston
Master of Business Administration - MBA (finance)
1994 - 1996
Craig Wakefield's Skills
- Investments
- Wealth Planning
- Asset Allocation
- Weath Transfer Planning
- Investment Strategies
- Investment Management
- Alternative Investments
- Wealth Management
- Investment Advisory
- Portfolio Management
Craig Wakefield's Summary
Craig Wakefield, based in Houston, Texas, United States, is currently a Senior Client Strategist at BNY Mellon Wealth Management, bringing experience from previous roles at US Trust, Condera Advisors LLC and Redstone Group of Companies. Craig Wakefield holds a 1987 - 1991 Bachelor of Science (B.S.) in Economics @ Texas A&M University. With a robust skill set that includes Investments, Wealth Planning, Asset Allocation, Weath Transfer Planning, Investment Strategies and more, Craig Wakefield contributes valuable insights to the industry. Craig Wakefield has 1 email on RocketReach.
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