Craig Goos
Founder at Addita Advisory LLC
Profile
As Managing Director, Operations and Business Development, Craig brings more than 25 years of financial services and wealth management experience to the iSelect Executive Team.
Prior to joining iSelect, Craig was an executive of a Private Equity fund, founder of an Investment Advisor/Broker Dealer firm and Managing Director at UBS, Bear Stearns and Oppenheimer.
Craig has spent his career at firms both large and small but with a focus on private fund offerings.
Craig Goos active positions
| Companies | Position | Start |
|---|---|---|
North Capital Investment Technology, Inc.
 North Capital Investment Technology, Inc. Financial ConglomeratesFinance North Capital Investment Technology, Inc. engages in the provision of technology and business process consulting services to investment management firms and broker-dealers. The company was founded on June 12, 2015 and is headquartered in Salt Lake City, UT. | Corporate Officer/Principal | - |
| Iselect Fund LLC | Private Equity Investor | 01/01/2019 |
Addita Advisory LLC
 Addita Advisory LLC Miscellaneous Commercial ServicesCommercial Services Addita Advisory LLC is a strategic advisory firm that focuses on sales and marketing strategies, corporate structures, and operating efficiencies. The private company is based in Fairfield, CT and was founded in 2018 by Craig Goos. The company's mission is to create value for clients by providing intentional and strategic advice. | Founder | 12/11/2018 |
Former positions of Craig Goos
| Companies | Position | End |
|---|---|---|
Iselect Fund Management LLC
 Iselect Fund Management LLC Investment ManagersFinance iSelect Fund Management LLC (iSelect Fund) is a venture capital firm founded in 2012 by Nicholas Schopp, Carter Williams and Scott Levine. The firm is headquartered in St. Louis, Missouri. | Private Equity Investor | 02/01/2023 |
GPB Capital Holdings LLC
 GPB Capital Holdings LLC Investment ManagersFinance GPB Capital Holdings LLC (GPB Capital Holdings) is a private equity firm founded in 2013 by David Gentile. The firm is headquartered in New York. | Chief Operating Officer | 01/01/2019 |
North Capital, Inc.
 North Capital, Inc. Investment ManagersFinance North Capital, Inc. is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by James P. Dowd in 2008. North Capital provides financial planning and investment advisory solutions to individuals, families and institutions. | President | 22/06/2017 |
North Capital Private Securities Corp.
 North Capital Private Securities Corp. Investment Banks/BrokersFinance North Capital Private Securities Corp. provides prime brokerage and technology application services to financial marketplaces. It offers alternative investments, marketplace solutions, and advisory services. The company was founded Jim Dowd on May 30, 2012 and is headquartered in Midvale, UT. | President | 01/01/2017 |
UBS AG (Investment Management)
 UBS AG (Investment Management) Investment ManagersFinance UBS AG (Investment Management) (UBS-IM) is the Swiss investment management division of UBS AG, itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Formerly known as UBS Global Asset Management Switzerland, the firm was founded in 1998 when Union Bank of Switzerland and Swiss Bank Corporation merged. Headquartered in Zurich and has additional office in Basel, UBS-IM manages a range of investment funds and offers investment management services for institutional, corporate and private clients. | Private Equity Investor | 01/01/2010 |
Training of Craig Goos
| University of Northern Iowa | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 11 |
|---|---|
North Capital, Inc.
North Capital, Inc. Investment ManagersFinance North Capital, Inc. is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by James P. Dowd in 2008. North Capital provides financial planning and investment advisory solutions to individuals, families and institutions. | Finance |
North Capital Investment Technology, Inc.
North Capital Investment Technology, Inc. Financial ConglomeratesFinance North Capital Investment Technology, Inc. engages in the provision of technology and business process consulting services to investment management firms and broker-dealers. The company was founded on June 12, 2015 and is headquartered in Salt Lake City, UT. | Finance |
Iselect Fund Management LLC
Iselect Fund Management LLC Investment ManagersFinance iSelect Fund Management LLC (iSelect Fund) is a venture capital firm founded in 2012 by Nicholas Schopp, Carter Williams and Scott Levine. The firm is headquartered in St. Louis, Missouri. | Finance |
The Bear Stearns Cos., Inc.
 The Bear Stearns Cos., Inc. Investment Banks/BrokersFinance Bear Stearns Cos., Inc. provides investment banking, securities trading and brokerage services. Their clients include corporations, institutions, governments and individuals. They are engaged in segments that encompass capital markets, wealth management and global clearing services. The company was founded in 1923 and is headquartered in New York, NY. | Finance |
North Capital Private Securities Corp.
North Capital Private Securities Corp. Investment Banks/BrokersFinance North Capital Private Securities Corp. provides prime brokerage and technology application services to financial marketplaces. It offers alternative investments, marketplace solutions, and advisory services. The company was founded Jim Dowd on May 30, 2012 and is headquartered in Midvale, UT. | Finance |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Finance |
GPB Capital Holdings LLC
GPB Capital Holdings LLC Investment ManagersFinance GPB Capital Holdings LLC (GPB Capital Holdings) is a private equity firm founded in 2013 by David Gentile. The firm is headquartered in New York. | Finance |
| Iselect Fund LLC | |
UBS AG (Investment Management)
UBS AG (Investment Management) Investment ManagersFinance UBS AG (Investment Management) (UBS-IM) is the Swiss investment management division of UBS AG, itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Formerly known as UBS Global Asset Management Switzerland, the firm was founded in 1998 when Union Bank of Switzerland and Swiss Bank Corporation merged. Headquartered in Zurich and has additional office in Basel, UBS-IM manages a range of investment funds and offers investment management services for institutional, corporate and private clients. | Finance |
Addita Advisory LLC
Addita Advisory LLC Miscellaneous Commercial ServicesCommercial Services Addita Advisory LLC is a strategic advisory firm that focuses on sales and marketing strategies, corporate structures, and operating efficiencies. The private company is based in Fairfield, CT and was founded in 2018 by Craig Goos. The company's mission is to create value for clients by providing intentional and strategic advice. | Commercial Services |
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Finance |
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