You're signed outSign in or to get full access.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Wealthspire Advisors | Vice President, Investments | Oct 2022 to Present | — |
| Summit Financial | Associate Director, Investment Management | Feb 2019 to Oct 2022 | — |
| Merrill Lynch | Vice President, Product Specialist | Feb 2011 to Feb 2019 | — |
| Merrill Lynch | Senior Performance Analyst | Apr 2010 to Mar 2011 | — |
| PNC Financial Services Group | Reconciliation Lead | Nov 2006 to Apr 2010 | — |
| Murnick Financial Group | Private Financial Planner Assistant Intern | Apr 2005 to Jul 2005 | — |
Education
William Paterson University of New Jersey
BA, Applied Mathematics
Skills & Expertise
Others at Wealthspire Advisors, LLC (7)
| Name | Role | Location |
|---|---|---|
| Vice President, Investments - Trader | Madison, WI , United States | |
| Investment Associate | Delray Beach, FL , United States | |
| Senior Vice President, Investments | San Francisco, CA , United States | |
M Michael Moriarty | Chief Investment Officer | New York, NY , United States |
| Senior Vice President, Investments | New York, NY , United States | |
| Portfolio Analyst | New York, NY , United States | |
| Senior Associate - Investments and Trading | Stamford, CT , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Partner, Portfolio Manager | First Manhattan Co. LLC. | New York, NY , United States | |
A Adam Wolf | Analyst | First Manhattan Co. LLC. | New York, NY , United States |
| Partner | Summit Trail Advisors, LLC | New York, NY , United States | |
B Brandon Woods | Principal | Summit Trail Advisors, LLC | New York, NY , United States |
| Portfolio Manager | Select Equity Group, L.P. | New York, NY , United States | |
A Aldo Eysaman | Associate Analyst | Select Equity Group, L.P. | Seattle, WA , United States |