Craig M. Small, CFA
Craig‘s responsibilities include monitoring and trading in client portfolios as well as performing due diligence on existing and new investment opportunities. Craig is responsible for helping advisors ensure client’s portfolio’s meet their stated investment objective. He has extensive experience in analyzing and managing portfolios. Craig maintains close relationships with Symphony’s clients as well as its investment managers.
Craig earned his CFA Charter in 2013. He passed the Level I, II and III exams in the CFA program in succession. He is a member of the CFA Institute.
While Craig was still attending Jackson High School in Massillon, Ohio, he completed mentorship and internship programs with American Express and at the time Morgan Stanley Dean Witter. Craig holds a Bachelors of Science in Business Administration specializing in Finance, Risk Management and Insurance from The Ohio State University. He also holds his FINRA Series 7, 63, 66 as well as his Life, Health and Annuities License. Prior to starting with Symphony Financial in June of 2008 Craig was an independent agent with the Northwestern Mutual Financial Network.
Craig resides in Wadsworth with his fiancée Jackie and their dogs, Murphy and Chip. He is a lifelong Ohio State and Cleveland sports fan. He enjoys spending time with family and friends outside of work.