Jeffrey Craig
About Jeffrey Craig
Jeffrey Craig serves as the Senior Financial Counselor and Director of Tax Services at The Colony Group, where he has managed the preparation and filing of around 900 tax returns annually since 2003. He holds a Master of Science in Sport Management from the University of Massachusetts Amherst and a Bachelor of Arts in Economics and Mathematics from Colgate University.
Work at Colony
Jeffrey Craig has served as Senior Financial Counselor and Director of Tax Services at The Colony Group since 2003. In this role, he manages the preparation and filing of approximately 900 tax returns annually. His contributions have been instrumental in the firm's growth as a member of Focus Financial Partners. Craig has played a key role in expanding The Colony Group's asset management and advisory services across the country.
Education and Expertise
Jeffrey Craig holds a Master of Science in Sport Management from the University of Massachusetts Amherst, where he studied from 1992 to 1993. He also earned a Bachelor of Arts in Economics and Mathematics from Colgate University, attending from 1985 to 1989. His educational background supports his expertise in financial counseling and tax services.
Background
Jeffrey Craig began his career at Hingham High School, where he studied from 1982 to 1985. He then worked as a Financial Advisor at American Express Financial Advisors from 2000 to 2003. Prior to that, he served as Trip Director at Carlson Marketing in Minneapolis, Minnesota, from 1998 to 2000. His diverse work experience has contributed to his skills in financial services.
Professional Experience
Before joining The Colony Group, Jeffrey Craig worked as a Financial Advisor at American Express Financial Advisors for three years. His role involved providing financial guidance and planning services. Additionally, he gained experience as a Trip Director at Carlson Marketing, where he managed travel-related projects. This varied professional background has equipped him with a comprehensive understanding of financial counseling and tax services.