Craig Thomas Forbes

Craig Thomas Forbes

Vorstandsvorsitzender bei Alpha Omega Wealth Management LLC

Finance
Consumer Services

Profil

Mr. Craig T.
Forbes is a Principal & Co-Founder at Alpha Omega Wealth Management LLC.
He co-founded the firm in May 2009.
He 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.
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.
He is a retired Major, U.S.
Army Reserves.
Mr. Forbes 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 from the Investment Management Consultants Association.

Aktive Positionen von Craig Thomas Forbes

UnternehmenPositionBeginn
Vorstandsvorsitzender 27.02.2009
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UnternehmenPositionEnde
SunTrust Capital Markets, Inc. Corporate Officer/Principal -
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Ausbildung von Craig Thomas Forbes

The College of William & Mary Masters Business Admin
Virginia Military Institute Undergraduate Degree

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SunTrust Capital Markets, Inc.

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Finance

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