![Craig Alan Rubrecht](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Craig Alan Rubrecht
Chief Executive Officer at Cornerstone Wealth Group LLC
Profile
Mr. Craig A.
Rubrecht is a Chief Executive Officer & Partner at Cornerstone Wealth Group LLC.
As Chief Executive Officer, not only manages the firm but also articulates the vision and guides strategy for the rapidly growing wealth management, investment management, and 401k services firm.
With his 20-plus year career in the financial services industry, his substantial breadth of experience contributes to his deep understanding of large industry trends as well as individual clients’ needs.
In his practice, Mr. Rubrecht specializes in retirement planning, working with individuals and business owners, and small to medium-sized corporations.
In particular, he is widely recognized for his acumen in the design of defined contribution and defined benefit plans.
He also brings experience in the development of continuity and succession plans for private business owners.
Mr. Rubrecht started his career in 1995 with First Union National Bank in the international currency division.
In 1996, he embraced an opportunity to become a financial advisor with American Express Financial Advisors.
His ascending career took him to Prudential Securities in 1999 as Manager of Financial Planning.
He enjoyed four years at Prudential in a variety of positions including Branch Manager, Director of Training and Development, Sales Manager, and District Manager, each with increasing managerial responsibility.
In 2003, the three founding partners of Cornerstone Wealth invited him to join the firm as the fourth Senior Partner, responsible for strategic planning.
The partnership elected him as Chief Executive Officer in 2015.
He received his Business Administration and International Relations degree from Roanoke College.
Craig Alan Rubrecht active positions
Companies | Position | Start |
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Cornerstone Wealth Group LLC
![]() Cornerstone Wealth Group LLC Investment ManagersFinance Cornerstone Wealth Group LLC (Cornerstone Wealth) is a SEC-registered investment advisor headquartered in Huntersville, North Carolina. The firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Cornerstone Wealth provides individuals and other types of clients with a wide array of investment advisory services. | Chief Executive Officer | 01/01/2015 |
Former positions of Craig Alan Rubrecht
Companies | Position | End |
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Cornerstone Financial Partners LLC
![]() Cornerstone Financial Partners LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cornerstone Financial Partners LLC is a company that provides investment advice. The company is based in Huntersville, NC. The company was founded in 2011. Craig Alan Rubrecht has been the CEO of the company since 2011. | Chief Executive Officer | - |
Training of Craig Alan Rubrecht
Roanoke College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Cornerstone Financial Partners LLC
![]() Cornerstone Financial Partners LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cornerstone Financial Partners LLC is a company that provides investment advice. The company is based in Huntersville, NC. The company was founded in 2011. Craig Alan Rubrecht has been the CEO of the company since 2011. | Finance |
Cornerstone Wealth Group LLC
![]() Cornerstone Wealth Group LLC Investment ManagersFinance Cornerstone Wealth Group LLC (Cornerstone Wealth) is a SEC-registered investment advisor headquartered in Huntersville, North Carolina. The firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Cornerstone Wealth provides individuals and other types of clients with a wide array of investment advisory services. | Finance |
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