Craig Slater,

Craig Slater is a seasoned business and financial services professional with a profound care for others. Craig works closely with his clients – business owners, executives, entrepreneurs, professionals and athletes – and brings over 35 years of business and finance experience to his role as wealth manager and trusted advisor.

Craig started his career in investment banking at Bear, Stearns & Co., Inc. before joining a Wall Street leveraged buyout group. After business school, he held a series of leadership positions in early-stage companies, two of which were venture capital-backed. He became a financial advisor because this allowed him to help guide and coach others in important and in many cases life-altering decisions, while drawing on his financial and business acumen, as well as his education, training and experiences in individual and team sports, and to do so in a collaborative environment with other dedicated professionals and world-class resources.

As a process-driven professional, Craig either quarterbacks or plays an integral role in the development of customized plans that his clients can understand and follow, and that align with his clients’ values and objectives for growing, preserving and positioning wealth for generational transition. Craig conducts himself with attention to detail, respect, humility, some humor and a palpable love for his work and its effects.

Craig is a graduate of Tufts University where he double majored in international relations and French, and he received his M.B.A. in management from New York University’s Stern School of Business. Outside of work, Craig enjoys spending time with his family and friends, traveling, being involved with a number of non-profits, mentoring business founders and attending arts, music and other cultural events. Though no longer actively competing in Olympic and half-ironman distance triathlon competitions – where he has many age-group wins and podium finishes under his belt – Craig still pursues fitness goals and participates in individual and team sports.