Craig Alan Rubrecht

Directeur Général chez Cornerstone Wealth Group LLC

Profil

Mr. Craig A.
Rubrecht is a Chief Executive Officer & Partner at Cornerstone Wealth Group LLC.
As Chief Executive Officer, not only manages the firm but also articulates the vision and guides strategy for the rapidly growing wealth management, investment management, and 401k services firm.
With his 20-plus year career in the financial services industry, his substantial breadth of experience contributes to his deep understanding of large industry trends as well as individual clients’ needs.
In his practice, Mr. Rubrecht specializes in retirement planning, working with individuals and business owners, and small to medium-sized corporations.
In particular, he is widely recognized for his acumen in the design of defined contribution and defined benefit plans.
He also brings experience in the development of continuity and succession plans for private business owners.
Mr. Rubrecht started his career in 1995 with First Union National Bank in the international currency division.
In 1996, he embraced an opportunity to become a financial advisor with American Express Financial Advisors.
His ascending career took him to Prudential Securities in 1999 as Manager of Financial Planning.
He enjoyed four years at Prudential in a variety of positions including Branch Manager, Director of Training and Development, Sales Manager, and District Manager, each with increasing managerial responsibility.
In 2003, the three founding partners of Cornerstone Wealth invited him to join the firm as the fourth Senior Partner, responsible for strategic planning.
The partnership elected him as Chief Executive Officer in 2015.
He received his Business Administration and International Relations degree from Roanoke College.

Postes actifs de Craig Alan Rubrecht

Sociétés	Poste	Début
Cornerstone Wealth Group LLC	Directeur Général	01/01/2015

Anciens postes connus de Craig Alan Rubrecht

Sociétés	Poste	Fin
Cornerstone Financial Partners LLC	Directeur Général	-

Formation de Craig Alan Rubrecht

Roanoke College

Undergraduate Degree