Craig’s Story

Craig Amico

Senior Investment Analyst

Credentials: CFA®
Years of Experience:

Address: 4 Campus Drive Parsippany, NJ 07054
Phone: 973-285-3600
Email: camico@sfr1.com
Website:
LinkedIn:

Craig Amico has spent his entire career in the Wealth Advisor space, most recently at Bank of America Merrill Lynch where he was a Vice President, Overlay Portfolio Manager and Product Specialist. Craig focused on providing insight on several equity portfolios, provided guidance to Financial Advisors as well as account management and rebalancing of accounts. Prior to Bank of America, Craig was at PNC Global Investment Services. Craig will be assisting the Investment team with newsletter writing, due diligence and will serve as a resource to Advisors looking to grow their business as well as learning the Risk Monitor system. Craig holds a Bachelors of Business Administration in Applied Mathematics from William Paterson University. Craig is also a CFA and CIPM Charter holder.
Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

Summit Financial, LLC (“Summit Financial”) operates a website at summitfinancial.com (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Summit Financial nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Summit Financial nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

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