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Craig N

Senior Portfolio Manager at CSM Advisors, LLC

Cleveland, OH , United States

About

Craig Nedbalski is the Senior Portfolio Manager, Micro Cap Equities at CS McKee, where he oversees the firm's micro-cap value strategies. Based in Cleveland, OH, Craig brings decades of specialized experience in identifying undervalued opportunities in micro-cap and small-cap equities, leveraging both disciplined fundamental research and behavioral finance insights to drive alpha for institutional clients.

Prior to joining CS McKee in 2025 through the merger with Foundry Partners, he was a Partner and Portfolio Manager for Micro Cap Value Strategies at Foundry Partners, LLC from 2013 to 2025, and served as a Portfolio Manager for Small Cap and Micro Cap Value Strategies at Fifth Third Asset Management from 2010 to 2012. Throughout his career, he has built a strong reputation for delivering consistent performance in U.S. micro-cap and small-cap equity markets, managing both segregated institutional portfolios and mutual fund mandates, including sub-advisory relationships for North Square Investments.

Craig holds a Master of Business Administration from Baldwin Wallace University and a Bachelor of Business Administration in Finance from Cleveland State University. He is recognized for deep expertise in value investing, advanced quantitative and qualitative analysis, and contributing to the integration and leadership of equity investment teams focused on the micro-cap and small-cap space.

Career History

OrganizationRoleDate RangeDetails
CS McKeeSenior Portfolio ManagerMar 2025 to Present
Foundry Partners, LLCPartner, Portfolio Manager: Micro Cap Value StrategiesJan 2013 to Mar 2025
Fifth Third Asset ManagementPortfolio Manager and Small Cap and Micro Cap Value StrategiesJan 2010 to Dec 2012
Fifth Third Asset ManagementFifth Third Asset ManagementJan 2005 to Dec 2012
Victory Capital ManagementManaging DirectorJan 1995 to Jan 2005
KeyCorpVariousJan 1981 to Jan 2005
Central National Bank ClevelandAuditorJan 1982 to Jan 1987
Society National BankStaff AuditJan 1982 to Jan 1986
Victory CapitalManaging DirectorUnknown to Present

Education

Baldwin Wallace University

Master of Business Administration

1987 1989

Cleveland State University

Bachelor of Business Administration, Finance

1987

Others at CSM Advisors, LLC (9)

NameRoleLocation
Andrew Faderewski
Andrew Faderewski
Investment Manager - Internal PortfoliosSewickley, PA , United States
Brian Allen
Brian Allen
Chief Investment OfficerSewickley, PA , United States
Clayton Wilkin
Clayton Wilkin
Portfolio ManagerAtlanta, GA , United States
S
Scot Heggen
Head Equity TraderLakeville, MN , United States
S
Shawna Aufman
Senior Equity Portfolio ManagerPittsburgh, PA , United States
Zachary Hubert
Zachary Hubert
Vice President, Portfolio ManagerPittsburgh, PA , United States
Cfa® Cfp®
Cfa® Cfp®
Partner, Portfolio ManagerMalvern, PA , United States
Graham Harkins
Graham Harkins
Portfolio Manager, Value StrategiesCleveland, OH , United States
M
Michael B
Partner, Portfolio ManagerMedina, OH , United States