Craig Alan Rubrecht
Amministratore Delegato presso Cornerstone Wealth Group LLC
Profilo
Mr. Craig A.
Rubrecht is a Chief Executive Officer & Partner at Cornerstone Wealth Group LLC.
As Chief Executive Officer, not only manages the firm but also articulates the vision and guides strategy for the rapidly growing wealth management, investment management, and 401k services firm.
With his 20-plus year career in the financial services industry, his substantial breadth of experience contributes to his deep understanding of large industry trends as well as individual clients’ needs.
In his practice, Mr. Rubrecht specializes in retirement planning, working with individuals and business owners, and small to medium-sized corporations.
In particular, he is widely recognized for his acumen in the design of defined contribution and defined benefit plans.
He also brings experience in the development of continuity and succession plans for private business owners.
Mr. Rubrecht started his career in 1995 with First Union National Bank in the international currency division.
In 1996, he embraced an opportunity to become a financial advisor with American Express Financial Advisors.
His ascending career took him to Prudential Securities in 1999 as Manager of Financial Planning.
He enjoyed four years at Prudential in a variety of positions including Branch Manager, Director of Training and Development, Sales Manager, and District Manager, each with increasing managerial responsibility.
In 2003, the three founding partners of Cornerstone Wealth invited him to join the firm as the fourth Senior Partner, responsible for strategic planning.
The partnership elected him as Chief Executive Officer in 2015.
He received his Business Administration and International Relations degree from Roanoke College.
Posizioni attive di Craig Alan Rubrecht
Società | Posizione | Inizio |
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Cornerstone Wealth Group LLC
Cornerstone Wealth Group LLC Investment ManagersFinance Cornerstone Wealth Group LLC (Cornerstone Wealth) is a SEC-registered investment advisor headquartered in Huntersville, North Carolina. The firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Cornerstone Wealth provides individuals and other types of clients with a wide array of investment advisory services. | Amministratore Delegato | 01/01/2015 |
Precedenti posizioni note di Craig Alan Rubrecht
Società | Posizione | Fine |
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Cornerstone Financial Partners LLC
Cornerstone Financial Partners LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cornerstone Financial Partners LLC is a company that provides investment advice. The company is based in Huntersville, NC. The company was founded in 2011. Craig Alan Rubrecht has been the CEO of the company since 2011. | Amministratore Delegato | - |
Formazione di Craig Alan Rubrecht
Roanoke College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Cornerstone Financial Partners LLC
Cornerstone Financial Partners LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cornerstone Financial Partners LLC is a company that provides investment advice. The company is based in Huntersville, NC. The company was founded in 2011. Craig Alan Rubrecht has been the CEO of the company since 2011. | Finance |
Cornerstone Wealth Group LLC
Cornerstone Wealth Group LLC Investment ManagersFinance Cornerstone Wealth Group LLC (Cornerstone Wealth) is a SEC-registered investment advisor headquartered in Huntersville, North Carolina. The firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Cornerstone Wealth provides individuals and other types of clients with a wide array of investment advisory services. | Finance |
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