Craig joined PFM in 2011 and is located in the Arlington office. He provides investment advisory and consulting services to clients throughout PFM’s South region.
Craig’s responsibilities include marketing PFM products and services to the existing client base and prospects, modeling cash flows, assisting clients with identifying the development of portfolio strategies, reviewing portfolio performance and updating investment policies. He assists clients in identifying short- and long-term investment options and in structuring client’s portfolios for bond proceeds investing, operating and reserve funds, endowments and foundations, other post-employment benefit trust and contractual obligations.
As a member and frequent instructor for the North Carolina Local Government Investment Association, Virginia Government Finance Officers Association and Treasurers’ Association of Virginia, Craig taught classes on investment management and debt management. Craig is the Co-Founder of the Association of Public Finance Professionals of the District of Columbia, Maryland and Virginia.