Jeffrey Craig

Jeffrey T. Craig is a Senior Wealth Advisor and a Principal of The Colony Group, a Boston-headquartered fee-only wealth-management firm that in recent years combined into Focus Partners Wealth. He is based in the firm's Hingham, Massachusetts office and counsels clients across all areas of financial planning, with a specialization in tax planning and tax-return preparation, as well as executive benefits and equity-based compensation.

Craig holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is an Enrolled Agent (EA), a federal credential authorizing him to represent taxpayers before the Internal Revenue Service. He has been recognized six times as a Five Star Wealth Manager, an award published by *Boston* magazine. Before joining The Colony Group, he worked as a Financial Advisor for American Express Financial Advisors (with earlier professional experience also noted at Carlson Marketing).

He earned a Bachelor of Arts in Economics and Mathematics from Colgate University, where he remains active in the alumni network, and a Master of Science in Sports Management from the University of Massachusetts at Amherst. He is a co-author of the book *Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind* (Springer), a multi-author volume led by Colony Group CEO Michael J. Nathanson that covers investment, tax, estate, philanthropic, and equity-compensation planning.

Personally, Craig lives on the South Shore of Massachusetts with his wife and two children and enjoys triathlons, skiing, and traveling.

• No documented personal angel or seed-stage investment thesis exists in the public record. His professional "focus" is advisory, not principal venture investing.
• As a wealth advisor, his stated professional emphasis is on holistic financial planning for executives and entrepreneurs — investment planning, tax planning and return preparation, estate planning, education funding, retirement, risk management, and equity-based/executive compensation.
• His co-authored book frames the goal as "the path to financial peace of mind," tailoring a comprehensive plan to virtually every individual circumstance — the closest thing to a publicly stated philosophy attributable to him.
• If a founder is seeking startup capital, this individual does not appear to be the right contact; if a founder or executive is seeking personal financial/tax/equity-comp planning, that is his actual area of expertise.