Craig Sherman, CEO

Craig began his financial career in 1998 with a privately-owned company in Philadelphia, becoming Controller of Finance during his first year of employment. Over the following 10 years, Craig assisted multiple companies with operational structure and procedures, financial records and reporting, and cost reduction programs. This experience set the stage for Craig to join the investment banking community in 2008. Craig holds FINRA Series 7, 24, 28, 99, and 63 licenses. Over the past 10 years, Craig has been involved with over $200MM USD of debt offerings, ~$100MM in private placements of equity securities, sold memberships into multiple special purpose vehicles, owned a Registered Investment Advisory Firm, and currently is partner at a FINRA registered and licensed Broker Dealer.