Craig S. Hurwitz CFA|
Principal Consultant, Portus Consulting
615 Liddle Lane
Cincinnati, OH 45215
Investment management and strategy, advisory products, wealth management, ultra-high net worth (UHNW), family office and multi-family office, fiduciary and trust, compliance, risk management, regulatory remediation, trading processes, risks and controls, compliance, salesforce, CRM, RIA management, dual registrants, advisor and client experience
Craig Hurwitz is a consultant, subject matter expert, and seasoned Asset and Wealth Management professional. He has extensive behind-the-scenes exposure to the target operating models and risk taxonomies of many of the world's largest banks, broker/dealers, RIA’s, asset management firms, Sovereign Wealth Funds, and Family Offices. He has the added experience in executive leadership, change management, team building, and management of P&L.
Mr. Hurwitz served as a Senior Advisor to the Monitor for a top-5 global bank under a Department of Justice Deferred Prosecution Agreement. He was responsible for evaluating global trading processes to monitor the bank’s vulnerability to further potential incidents of fraud.
From 2010 to 2015, Mr. Hurwitz served as Director with PwC, where he consulted with some of the world's largest banks, broker/dealers, RIAs, asset management firms, Sovereign Wealth Funds, and Family Offices in the areas of Fiduciary and Trust, Trading Controls, Investment Strategy, Risk and Regulatory, and Front/Middle/Back office. He was viewed as one of the key thought leaders in the PwC Wealth and Asset Management Advisory practice.
Prior to joining PwC, Mr. Hurwitz held regional responsibility for the investment and wealth management division of a top 10 U.S. Bank. In 2005, He established the BlackRock Private Investors operation for the Cincinnati region and acted as Senior Portfolio Manager and Team Leader. Prior to this experience, he served as Senior Portfolio Manager at Fifth Third Asset Management, Inc. where he managed institutional client portfolios and relationships totaling over $1.5 billion.
Mr. Hurwitz is a CFA charterholder. He previously held FINRA Series 7, 63, 65, and 66 licenses. He earned his B.A. in Economics from Ohio Wesleyan University and was awarded an M.B.A in Marketing from Indiana University.