New York - Lexington Ave

Craig Giventer

CFA®

Managing Director of Portfolio Strategies

599 Lexington Ave, 14th Floor, Suite B
New York, NY 10022

Craig Giventer
Craig Giventer

Professional Certifications

  • CFA® – Chartered Financial Analyst®

About Craig

Craig is a financial professional dedicated to helping build and enhance portfolios. Craig joined Focus Partners Wealth following its merger with his former company, GYL Financial Synergies, where he had served as Managing Director of Portfolio Strategies since 2023. Prior to joining GYL, Craig was a Partner, Managing Director, and Portfolio Manager for Financial Partners Capital Management (FPCM) for more than 15 years. This followed his tenure in similar roles at Oppenheimer Capital and Pioneer Investments.

When not working, Craig enjoys spending time with his family, golf, and traveling, and has served as a Board member for various non-profits.

Education and Professional Milestones

-University of Pennsylvania College of Arts & Sciences - bachelor’s degree

- University of Chicago Booth School of Business – master’s degree

-CFA® charterholder, CFA® Institute member, and member of various CFA® societies