Craig, Derek
Derek Craig (New York) joined KKR in 2022 and is a member of the Global Client Solutions. Derek Craig is involved in the firm’s global capital raising activities as a product specialist focused on Infrastructure. Prior to joining KKR, Mr. Craig was a vice president at Brookfield Asset Management, where he participated in capital raising […]
Kirkpatrick, Craig
Craig Kirkpatrick is a 30-year veteran of the Financial Services Industry and has worked directly with Financial Advisors during his career. He co-founded Optimal AdvisorAI to educate financial advisors on the use of AI technology to save time, enhance client connections and drive growth. Craig has trained over 1,000 Financial Professionals on how to use […]
Shiller, Mark
Mark is the author of How to Not Ruin Your Kids with Money, published in 2024, which is an outgrowth of his work with individuals, couples and families throughout the country who seek to have positive generational transitions of wealth. He motivates those he works with and interacts with to leverage and identify a family’s […]
Levine, Jeffrey
Jeffrey Levine, CPA/PFS, CFP®, CWS®, BFA®, MSA is the Lead Financial Planning Nerd for Kitces.com and the Chief Planning Officer at Focus Partners Wealth. In 2020, Mr. Levine was named by Investment Advisor Magazine as one of the top 25 voices to turn to during uncertain times, and was named to the IA25 again in […]
Coyle, Jeffrey
Jeff has over 30 years of experience pioneering and building multi-generational and multi-disciplinary approaches to wealth management. Jeff founded three boutique advisory firms delivering to UHNW private clients, served as Deputy Chief Investment Officer of Personal Financial Services for Northern Trust and was Chief Strategy Officer at myCFO. He has also built multiple systems for […]
