meet the team

Craig Williams

Portfolio Manager

BBus GradDip AF&I

Craig is an experienced financial services professional with more than 20 years working in financial markets and banking. Most of his career has been spent as one of Australia’s pre-eminent equity research analysts at both Citigroup and Merrill Lynch, with the banking sector as his area of specialisation. He has been a trusted advisor to many institutional and  high net worth investors as well as to corporate boards and executives.

He holds a bachelor’s degree in Business (Economics and Finance) from RMIT and a Graduate Diploma in Applied Finance and Investment.

Craig is an enthusiastic father to three young adults, a keen cyclist and an avid Collingwood FC supporter.