Craig Blanchfield – CFA
Craig is Mosaic’s Portfolio Manager and leads the firm’s investment management business. In addition to managing Mosaic’s model portfolios, Craig spends significant time analyzing both public and private investment portfolios for our clients in addition to collaborating with their outside portfolio managers. Earlier in his career, Craig developed investment strategies for a single-family office and advised on portfolio construction and manager selection at a $2B investment management firm. This experience has honed his deeply analytical, process-oriented investment process as well as helping him understand the role emotions play in investing. 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.
When not at work, Craig enjoys spending time with his family as well as travelling and cycling. He also volunteers his time at the Houston Food Bank as part of the Apple Corps Leader program.