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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| CS McKee | Senior Portfolio Manager | Mar 2025 to Present | — |
| Foundry Partners, LLC | Partner, Portfolio Manager: Micro Cap Value Strategies | Jan 2013 to Mar 2025 | — |
| Fifth Third Asset Management | Portfolio Manager and Small Cap and Micro Cap Value Strategies | Jan 2010 to Dec 2012 | — |
| Fifth Third Asset Management | Fifth Third Asset Management | Jan 2005 to Dec 2012 | — |
| Victory Capital Management | Managing Director | Jan 1995 to Jan 2005 | — |
| KeyCorp | Various | Jan 1981 to Jan 2005 | — |
| Central National Bank Cleveland | Auditor | Jan 1982 to Jan 1987 | — |
| Society National Bank | Staff Audit | Jan 1982 to Jan 1986 | — |
| Victory Capital | Managing Director | Unknown 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)
| Name | Role | Location |
|---|---|---|
| Investment Manager - Internal Portfolios | Sewickley, PA , United States | |
| Chief Investment Officer | Sewickley, PA , United States | |
| Portfolio Manager | Atlanta, GA , United States | |
S Scot Heggen | Head Equity Trader | Lakeville, MN , United States |
S Shawna Aufman | Senior Equity Portfolio Manager | Pittsburgh, PA , United States |
| Vice President, Portfolio Manager | Pittsburgh, PA , United States | |
| Partner, Portfolio Manager | Malvern, PA , United States | |
| Portfolio Manager, Value Strategies | Cleveland, OH , United States | |
M Michael B | Partner, Portfolio Manager | Medina, OH , United States |