CRAIG R. MARSON, JD, CPA
Principal
Director of Financial Planning
Tel: (347) 331-0648
For more than three decades, Craig has provided investment, planning and strategic business consulting services to individuals and their related entities.
Since 1997, his advisory roles have included portfolio analysis, investment counsel and multigenerational plan design. He has provided litigation support and analysis in complex trust and conservatorship, fiduciary responsibility, divorce and business valuation cases. He also served as Compliance Officer for two firms.
Craig was previously a tax manager for a wealth management concern located in New York City. He was responsible for the tax compliance, estate planning, research and projections for a prominent family within New York’s investment and philanthropic community. Prior to this, Craig was a member of a corporate tax department where he was responsible for consolidated corporate compliance, budgeting and various Federal and State and Local Audits. He began his career with two Big Six accounting firms and was responsible for a wide variety of corporate and compliance issues for corporate and individual clients.
Craig is a New York State licensed Attorney and CPA. He received his undergraduate degree in accounting from SUNY Albany and his JD from St. John’s University. He previously served on the SUNY Albany Dean’s Advisory Board and is a member of various professional organizations. Craig is a fitness enthusiast and avid golfer.
