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Craig Giventer, CFA®

Managing Director of Portfolio Strategies

Craig joined GYL in 2023 as the Managing Director of Portfolio Strategies. Prior to joining GYL, he was a Partner, Managing Director, and Portfolio Manager for Financial Partners Capital Management (FPCM) for more than fifteen years. Before FPCM, Craig was a Portfolio Manager/Analyst at Oppenheimer Capital and an Associate Portfolio Manager/Analyst at Pioneer Investments. Craig is a CFA charterholder, member of the CFA Institute and various CFA Societies. Craig has served in various volunteer roles at the CFA Institute and is a past Chair of the CFA Institute’s Disciplinary Review Committee. Craig has also served as a Board member for various non-profits.

Educated at the University of Chicago Booth School of Business, M.B.A, and the University of Pennsylvania College of Arts & Sciences, B.A.

When not working, Craig enjoys spending time with his family, golf and traveling.