Craig Anthony Rawlins
Geen lopende functies
Profiel
Mr. Craig A.
Rawlins, CFA, is Chief Investment Officer at BMO Asset Management Corp.
He is responsible for defining the vision and strategy of BMO Global Asset Management in the U.S.
Previously, he served as president of Harris myCFO Investment Advisory Services, LLC and was responsible for leading business strategy and the delivery of investment advice and solutions to ultra high-net-worth individuals and families.
He was intimately involved in the acquisition of CTC Consulting LLC in 2012 and led the successful integration, providing BMO with enhanced capabilities in alternative investment research and related investment solutions.
Craig joined Harris myCFO in 2009.
Prior to joining Harris myCFO, he spent ten years at Russell Investments where he held national responsibility for institutional client service and led the delivery of investment advice and implementation to the firm's largest defined benefit, endowment and foundation, and defined contribution clients.
He began his investment and wealth advisory career serving high-net-worth individuals and families.
He has worked as principal and director of client service and business development at Gresham Partners, LLC, and as a member of Ernst & Young LLP's personal financial counseling practice.
He has also run his own business.
He has a BS in Business Administration, with a major in Accounting, from Chicago's Roosevelt University.
Eerdere bekende functies van Craig Anthony Rawlins
| Bedrijven | Functie | Einde |
|---|---|---|
BMO Asset Management Corp.
 BMO Asset Management Corp. Investment ManagersFinance BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients. | Chief Investment Officer | - |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Frank Russell Co.
 Frank Russell Co. Investment ManagersFinance Founded in 1936, Frank Russell Co. is a registered investment advisor located in Seattle, Washington. The firm is a part of Russell Investment Group. They are wholly-owned by LSEG US Holdco, Inc, itself a wholly owned non-operating subsidiary of London Stock Exchange Group plc. Frank Russell Co.'s clients consist of pension and profit sharing plans, endowments, foundations, charitable organizations, corporations or other institutional investors. The firm also has contracts through Russell-related entities to manage the cash equitization activities of pooled investment vehicles Frank Russell Co. operates through sub-advisory agreements with the investment managers of these pooled investment vehicles. | Corporate Officer/Principal | 30-11-2009 |
Gresham Partners LLC
 Gresham Partners LLC Investment ManagersFinance Gresham Partners LLC (Gresham) is an independent registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by David Salsburg and Ben Beavers in 1997. Gresham provides investment and wealth planning services to ultra-high net worth individuals, their families and family households, as well as their related trusts, estates, retirement plans, family offices, private trust companies, foundations and endowments. | Corporate Officer/Principal | - |
Harris myCFO, Inc.
 Harris myCFO, Inc. Investment ManagersFinance Harris myCFO, Inc. provides integrated financial services. They provide business and corporate clients with banking, lending, investing, financial planning, trust administration, portfolio management, family office and wealth-transfer services. The company was founded in 1999 and is headquartered in Chicago, IL. | Corporate Officer/Principal | 16-05-2013 |
Opleiding van Craig Anthony Rawlins
| Roosevelt University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Harris myCFO, Inc.
Harris myCFO, Inc. Investment ManagersFinance Harris myCFO, Inc. provides integrated financial services. They provide business and corporate clients with banking, lending, investing, financial planning, trust administration, portfolio management, family office and wealth-transfer services. The company was founded in 1999 and is headquartered in Chicago, IL. | Finance |
Frank Russell Co.
Frank Russell Co. Investment ManagersFinance Founded in 1936, Frank Russell Co. is a registered investment advisor located in Seattle, Washington. The firm is a part of Russell Investment Group. They are wholly-owned by LSEG US Holdco, Inc, itself a wholly owned non-operating subsidiary of London Stock Exchange Group plc. Frank Russell Co.'s clients consist of pension and profit sharing plans, endowments, foundations, charitable organizations, corporations or other institutional investors. The firm also has contracts through Russell-related entities to manage the cash equitization activities of pooled investment vehicles Frank Russell Co. operates through sub-advisory agreements with the investment managers of these pooled investment vehicles. | Finance |
Gresham Partners LLC
Gresham Partners LLC Investment ManagersFinance Gresham Partners LLC (Gresham) is an independent registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by David Salsburg and Ben Beavers in 1997. Gresham provides investment and wealth planning services to ultra-high net worth individuals, their families and family households, as well as their related trusts, estates, retirement plans, family offices, private trust companies, foundations and endowments. | Finance |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Commercial Services |
BMO Asset Management Corp.
BMO Asset Management Corp. Investment ManagersFinance BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients. | Finance |