Sign in

You're signed outSign in or to get full access.

CA

Craig Amico

Vice President, Investments at GM Advisory Group, Inc.

New York, NY , United States

About

Craig Amico, CFA®, CIPM®, is Vice President of Investments at Wealthspire Advisors in New York, NY, where he leads the firm’s investment research, portfolio construction, and manager due diligence efforts. He is a core member of the firm’s investment team, providing strategic asset allocation guidance, developing customized investment solutions, and supporting advisors and clients with risk management and performance analysis.

Craig’s investment expertise spans traditional and alternative asset classes, including equities, fixed income, multi-asset portfolios, and select private offerings. At Wealthspire, his responsibilities are vehicle agnostic and encompass both active and passive strategies, with an additional focus on cost and tax efficiency, customized model development, and collaborative manager selection for institutional and high-net-worth clients.

Before joining Wealthspire Advisors, Craig served as Associate Director of Investment Management at Summit Financial and Vice President, Product Specialist at Merrill Lynch, bringing over 16 years of experience in portfolio management and analysis across diverse investment vehicles. He holds a BA in Applied Mathematics from William Paterson University of New Jersey and is recognized for his rigorous approach to manager research, quantitative modeling, and commitment to disciplined, evidence-based investing.

Career History

OrganizationRoleDate RangeDetails
Wealthspire AdvisorsVice President, InvestmentsOct 2022 to Present
Summit FinancialAssociate Director, Investment ManagementFeb 2019 to Oct 2022
Merrill LynchVice President, Product SpecialistFeb 2011 to Feb 2019
Merrill LynchSenior Performance AnalystApr 2010 to Mar 2011
PNC Financial Services GroupReconciliation LeadNov 2006 to Apr 2010
Murnick Financial GroupPrivate Financial Planner Assistant InternApr 2005 to Jul 2005

Education

William Paterson University of New Jersey

BA, Applied Mathematics

Skills & Expertise

Fixed Income
Equities
Bloomberg
Asset Management
Mutual Funds
Investments
Portfolio Management
Trading
Asset Allocation
Securities
Bonds
Hedge Funds
Alternative Investments
Investment Management
Financial Modeling
Series 63
Options
Investment Advisory
Derivatives
Investment Strategies
Wealth Management
Microsoft Office
Bloomberg Terminal
ETFs
FactSet
Axioma
Fiserv
MSCI Barra Optimizer
Informa PSN
Market Street Advisors

Others at GM Advisory Group, Inc. (7)

NameRoleLocation
Brent Katterheinrich
Brent Katterheinrich
Vice President, Investments - TraderMadison, WI , United States
Jakub Malecki
Jakub Malecki
Investment AssociateDelray Beach, FL , United States
Justin Hult
Justin Hult
Senior Vice President, InvestmentsSan Francisco, CA , United States
M
Michael Moriarty
Chief Investment OfficerNew York, NY , United States
Michael Price
Michael Price
Senior Vice President, InvestmentsNew York, NY , United States
Spencer Weiss
Spencer Weiss
Portfolio AnalystNew York, NY , United States
Catherine Gomez
Catherine Gomez
Senior Associate - Investments and TradingStamford, CT , United States

Similar Fund Managers

NameRoleFundLocation
Gregory Lethbridge
Gregory Lethbridge
Investment Analyst and Financial Planning AssociateWealth AllianceRockville Centre, NY , United States
Reed Choate
Reed Choate
Partner, Portfolio ManagerNeville Rodie & Shaw Inc.New York, NY , United States
William Patterson
William Patterson
Portfolio Manager; Vice PresidentNeville Rodie & Shaw Inc.New York, NY , United States
N
Newton Chung
Manager, Head TraderBristol John W & Co. Inc. /ny/NJ , United States
C
Charles Mott
PartnerBristol John W & Co. Inc. /ny/Hampton Bays, NY , United States