Orion Advisor Services announced that they are acquiring the online CRM Redtail Technology. Already deeply integrated, this acquisition is a reason for both teams to celebrate. The broader advisor community has three really obvious wins from this news and it raises three questions for the
Craig is a passionate entrepreneur who has been actively involved in the investment industry since 1980. In addition to founding tru Independence, Craig played a major role in developing, building and growing two small investment businesses into multi-billion dollar enterprises.
Prior to creating tru Independence, Craig spent 14 years at Common Sense Investment Management. During his tenure at CSIM, he served as President & COO and was responsible for setting the vision, overseeing the management team, and conducting research due diligence. Craig worked with the firm’s largest institutional clients and consultants, leading the business development team in growing the business from $200 million to a peak of $4.5 billion. Craig enjoyed a 16-year career at the Crabbe Huson Group where he helped build the firm from $30 million to a $5 billion enterprise that included a robust, separately managed accounts business, a family of mutual funds, and a well-managed trust company. While at CHG, Craig was a member of a five-person management team that ran the underlying businesses. He served as President of the CHG’s family of mutual funds, Executive Vice President of CHG, and a board member of both entities. Over his years at CHG, his responsibilities included oversight of marketing/business development, client services, and business planning. He served as an investment liaison with the firm’s largest institutional clients and consultants.
Craig holds a Bachelor of Science degree from the University of Oregon. He held past securities licenses as a general securities representative (7) and a uniform investment advisor (63 & 65).
Craig loves to explore the outdoors through cycling, skiing, hiking, fishing, and golfing. He is an avid sports fan and enjoys spending time and making memories with his large family.