Craig is the founder and partner of AIM Ventura Capital and the Managing Director of Adams Wealth Advisors. He is responsible for advising clients on a wide range of personal finance topics, from retirement to fixed income analysis. He has 20+ years of experience working at major financial advisory firms, including his most recent role as Senior Portfolio Manager at Morgan Stanley Smith Barney.

 

Craig has acted in a portfolio manager capability since 2001 and continues to work with client portfolio strategies. For over two decades, Craig has provided clients throughout the United States and abroad with comprehensive financial planning services and portfolio management from the AWA headquarters in Northern Utah. Craig has a BS in finance from Utah State University and is Certified Financial Planner. 

 

Did we mention he is an avid water skier?  If he’s not in the office and the air temperature is above freezing, you can bet he’s being pulled behind a boat.   The entire Adams Family loves nothing more than an adventure filled day at the lake!