As the Director of Operations and Risk, Craig is responsible for managing the firm’s workflow, overseeing day-to-day operations, and supervising all client relationship managers. He works closely with senior management to execute the compliance and operational needs of the firm.
Craig began his career in financial services at Morgan Stanley as a financial advisor in 2011 and joined Harbor Advisory in 2015. He achieved the Chartered Retirement Planning Counselor designation in 2012 and earned his CERTIFIED FINANCIAL PLANNER™ certificate in 2017.
Craig graduated from Gettysburg College in 2011 with a BA in Business Management and a minor in Economics. In addition to being a member of the men’s varsity lacrosse team, Craig established himself as a committed leader of multiple campus organizations. He is still an active member of the Gettysburg College community through his involvement with several alumni boards including the Orange & Blue Advisory Council and the Gettysburg College Baltimore Alumni Club. Craig serves as a Board Member of The Golfers Charitable Foundation as well as the Boys’ Latin School Alumni Board. He was named a Rising Star in philanthropy by the Living Classrooms Foundation in 2016.
Craig lives in Lutherville, Maryland with his wife Emily. In his free time, Craig enjoys playing golf and lacrosse in addition to spending time with his family at the beach.