Sr. Associate, Business Development

Craig plays a key role in CapShift’s business development efforts. He assists in outreach and relationship management with potential strategic partners (philanthropic institutions, foundations, family offices, RIA’s) for the firm. Prior to CapShift, Craig served as a Senior Account Manager for Newfront Retirement Services. He managed corporate relationships for technology focused, institutional level retirement plans. He was also a member of Newfront’s internal ESG Investment Committee, which focused on best practices for incorporating ESG into a defined contribution plan investment strategy, while still maintaining one’s fiduciary duty. Earlier in his career, Craig held an Internal Sales and Marketing role for USI Consulting Group, a nationwide investment consultant for defined contribution plans.​


Craig holds a BA. in Finance and Information Systems from the Foster School of Business at the University of Washington.

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