Perfil
Mr. Craig A. Warnimont, CFA, is a Partner & Chief Investment Officer at Venture Visionary Partners LLC.
Nearly over 30 years of investment experience.
Prior to working with Venture Visionary Partners, Mr. Warnimont was a Vice President – Wealth Management, Portfolio Manager and founding member of the Summit Wealth Management Group at UBS.
He began his career in 1997 analyzing stocks and bonds for use in client accounts and a family of mutual funds managed by Provident Investment Advisors in Cincinnati, Ohio.
After achieving a high level of success as an analyst, Mr. Warnimont was promoted to the portfolio manager role and began working with high net worth clients.
He then moved on to Key Private Bank where he was ranked among the top portfolio managers in the country.
He held the title Director of Investments and Senior Investment Officer for National City/PNC Bank where he was responsible for and oversaw over $4 billion in client assets across Ohio and Michigan.
Mr. Warnimont earned a Bachelor of Science degree in Business Administration and Finance specialization, Summa Cum Laude from Bowling Green State University.
Cargos activos de Craig Warnimont
| Empresas | Cargo | Inicio |
|---|---|---|
Venture Visionary Partners LLC
Venture Visionary Partners LLC Investment ManagersFinance VVP designs a customized investment portfolio to best achieve client’s rate of return objectives against their risk tolerance and time horizon. The asset allocation they recommend will take into account the need for diversification of multiple asset classes within global capital markets. | Director de Inversiones | 01/11/2020 |
Formación de Craig Warnimont.
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| Empresas privadas | 2 |
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Bowling Green State University
Bowling Green State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Venture Visionary Partners LLC
Venture Visionary Partners LLC Investment ManagersFinance VVP designs a customized investment portfolio to best achieve client’s rate of return objectives against their risk tolerance and time horizon. The asset allocation they recommend will take into account the need for diversification of multiple asset classes within global capital markets. | Finance |
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