More than 16 years in the financial services industry has taken Craig Weinstein from Wall Street to the top ranks at major banks to a partnership at Laurus, a truly independent and client-first wealth management practice.
Craig specializes in investment management, overseeing trading, money management, investments, research and model development. Through fact finding and assessing the risk appetite of clients, he crafts customized portfolios. And he believes professionalism and cooperative development are the foundation of any strong financial plan.
Before joining Laurus in 2012, Craig held Vice-President Investment titles at Wells Fargo advisors, WM Financial Services and Citibank Investments. He holds multi-state insurance licenses and FINRA Series 7, 63 and 65 registrations, through Raymond James Financial Services, Inc. Craig studied Business and Finance at Hunter College in New York and is currently pursuing Certified Investment Management Analyst (CIMA) accreditation.
Craig hails from New York City, but left the East Coast to be closer to family and the California sunshine. He lives in Martinez, California with his wife Jamuna, their son Asher and daughter Charlotte. Craig enjoys the outdoors and regularly goes on hikes with his family. He is a sports enthusiast and an avid golfer as well. His favorite pastime is letting Hays win on the golf course, as he was always taught to respect his elders.