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Craig Fuhrmann, Cfa

Director of Investments at Graystone Consulting, a business of Morgan Stanley
Intro Book
Investment expert with 10+ years of experience in national accounts, investment products, and marketing communications.
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Location
Waukesha, Wisconsin, United States, US
Skills
  • National Accounts
  • Series 65
  • Zephyr Style Advisor
  • Morningstar Direct
  • Writing
  • Show all
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Bio

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Craig Fuhrmann is a seasoned investment professional with 10+ years of experience in national accounts, investment products, and marketing communications. He has held senior roles at Wells Fargo Advantage Funds, Artisan Partners, and Graystone Consulting, a business of Morgan Stanley.

Experience

  • Graystone Consulting, a business of Morgan Stanley
    • Director of Investments
      • Jan 2014 - Present

  • Artisan Partners
    • Greater Milwaukee Area
    • Marketing and Communications
      • Apr 2011 - Jul 2013
      • Greater Milwaukee Area

      Responsible for the analytics, marketing materials, and written communications of Artisan's U.S. Growth team.

  • Wells Fargo Advantage Funds
    • AVP, Key Account Manager
      • Jan 2007 - Apr 2011

      Member of the national accounts sales team that focused on increasingmutual fund distribution through broker dealers and defined contribution recordkeeping platforms. Helped promote sales to mutual fund analysts whose responsibilities included placing mutual funds in discretionary managed accounts and on platform select lists.

    • Associate Regional Director
      • Mar 2004 - Dec 2006

      Sold separately managed accounts and mutual funds to financial advisors at wirehouse and private banking firms. Traveled with external partner and on own to articulate the investment strategies in one­-on-­one meetings and in presentations to groups.

  • Strong Investments
    • Associate Regional Director
      • 2000 - 2005

Education

  • 1996 - 2000
    University of Wisconsin-Whitewater

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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