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Craig Forbes, CIMA

Chairman Emeritus & Co-Founder

(804) 955 – 1601

Craig has over 25 years of experience in the banking and financial services industry including stints at the Virginia State Treasury, Federal Reserve, Prudential Securities and SunTrust Capital Markets. During the last 20 years he and his team have managed equity and bond portfolios for a number of institutional and high net worth clients.  He has a BA from the Virginia Military Institute and an MBA from the College of William & Mary.  He earned the Certified Investment Management Analyst designation (CIMA®) from the Investment Management Consultants Association.  Additionally, he is very involved in the community, currently as Board Member and Past President of the Venture Forum Executive Committee.  Previously he was President of the Central Virginia Treasury Management Association, on the Executive Committee of the VMI Alumni Board, President of Kanawha Recreation Association, and on the Troop Committee of a local Boy Scout troop. Craig is a retired Major, U.S. Army Reserves.  He is fluent in French.

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