Our Qualifications

Craig C. Frieders. AIF, CIMA - Managing Director, Principal

Craig founded Crofton Capital Management in September, 2005.

He began his career in the wealth management arena with the Trevethan Group in 1995 at Oppenheimer & Co., in San Francisco, CA where he was responsible for the following:

  • Received and maintained corporate assignments from Corporate Finance group pre and post IPO (CES, Corporate & Executive Services)
  • Received and maintained assignments from PAG (Professional Alliance Group) that would pair high net worth referrals from accountants to advisers
  • VC and general partnership distributions and outright sales, domestic and Asian
  • Full understanding and application of all back-office operations and procedures
  • Asset allocation structuring , long-term care and life insurence consulting, Rule 144 and cashless options exercising, 10b5-1 implementation
  • Relationship manager on 401k relationships

From September 2003 until September 2005, Craig helped establish a firm, ICG Financial, with his family where he was responsible for the following:

  • Asset allocation strategies and implementation, account review, due diligence of separate account managers  and mutual funds
  • Supervisory oversight of registered and non-registered personnel in the Brisbane, CA office

Craig's education is extensive.  He received his B.S. In Economics from the University of San Francisco in 1999.  Additionally he has received two industry designations:  CIMA - Certified Investment Management Analyst from the Wharton School of Business in 2002 and the AIF - Accredited Investment Fiduciary Designation from the University of Pittsburgh in 2005.

Craig is Series 7, 24, 63 & 65 licensed.  His licenses are held through Comprehensive Asset Management & Servicing Inc., a broker dealer:  www.camasinc.com and through an RIA (Registered Investment Adviser) RB Capital Management:   www.rbcapitalmanagement.com , providing investment advisory services.

Additionally Craig has his life insurance license # 0D32118 in the state of California and other states as well is his CA Department of Real Estate License # 01716964 and NMLS # 348421.

Outside of work, Craig is active in the community as a past board member for the Walnut Creek Downtown Business Association, founder of the Rosey Foundation:  www.stopfip.org  and an Ambassador for Tony LaRussa's Animal Rescue Foundation:  www.arf.net   He enjoys wine, the culinary and theatrical arts, cooking and travel.  He enjoys snow skiing in the winter and outdoor time at the coast in the summer months.  Craig resides in Walnut Creek, CA with his wife Laurie and their twins Crofton and Claire.

Check the background of this investment professional on FINRA's BrokerCheck.