Craig Vassell
Wealth Management Advisor, Portfolio Manager
- Role
- Wealth Management Advisor at Merrill Lynch
- Location
- Beverly Hills, CA, US
- LinkedIn followers
- 500 followers
About Craig Vassell
I am passionate about helping clients pursue their wealth management goals, whether these are professional, personal or a combination of both. My focus is on developing tailored strategies to help pursue short- and long-term goals for my clients, their families and their businesses.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute\'s initial and ongoing credentialing requirements for investment management professionals.
Experience
Wealth Management Advisor
Apr 2023 — Present
Education
Georgetown University
Certificate in Financial Planning
2017 — 2018
University of Florida
Bachelor's Degree
2007 — 2011
Yale School of Management
Exec Ed Sustainable Finance & Investment
2021 — 2022
Columbia Business School
Sr Executive Program, VC & PE
2023 — 2024
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