Craig Blanchfield – CFA
After more than a decade investing money for wealthy families and institutional clients, Craig Blanchfield is exceptionally qualified to lead the asset management business of Mosaic Advisors. An experienced portfolio manager and investment analyst, Craig has integrated a variety or investment styles and methodologies throughout his career. This diversity has allowed him to gain a broad understanding of multiple asset classes and investment strategies, while remaining a “big picture” generalist with a focus on portfolio construction and risk management.
He began his career as an analyst for a large, single family office, where he helped develop and execute investment strategies based on proprietary research. Holdings spanned from traditional investments such as stocks, bonds, and ETFs/mutual funds to alternatives such as private equity and hedge funds. Prior to joining Mosaic, Craig advised on portfolio construction and manager selection for Paul Comstock Partners, a Houston-based wealth management firm with more than $2B of client assets.
Originally from New Hampshire, Craig moved to Texas in 2008. He received his B.A. in Economics from Boston College and M.S. in Finance from the University of Houston. After graduate school, Craig earned the Chartered Financial Analyst (CFA) designation.