Craig Schmauder, CFP®Relationship Manager, CFO Services
As a key member of the CFO Services Team, Craig works closely with our Client Service team to develop and implement comprehensive financial plans for clients and their families. Craig interacts with clients on a daily basis and collaborates with members of Pitcairn’s Tax, Investments, Planning, Trust Administration and Operations teams to design and implement appropriate investment strategies and financial and estate plans.
Prior to assuming his current responsibilities, Craig served as a Personal Financial Analyst performing accounting and financial analysis for clients in areas of comprehensive financial planning. In 2008 he began his career at Pitcairn as a Family Office Accountant, performing accounting activities and special assignments for family office clients. Before joining Pitcairn, Craig was a Staff Accountant with Exit Realty of Cherry Hill.
Craig earned his BS in Accounting from Rutgers University. He holds the designation of CERTIFIED FINANCIAL PLANNER™.
Craig and his family enjoy vacationing in Disney World, as well as retreating to the Poconos to unplug and relax by the lake. A car enthusiast at a young age, Craig now enjoys classic cars, especially tinkering on his ’66 Mustang. He is a football and baseball fan, with aspirations of taking up golf with his son in the future.