SPIELBERGER & BROOKS - Key Persons
Prior to becoming a partner in Spielberger & Brooks, Craig was the President of Craig Brooks Consulting, Inc. He has also had two years of work experience at MCI Center in the Public Relations offices of the Washington Wizards of the National Basketball Association. Craig received his BBA from The George Washington University in 2001, graduating with honors. While attending The George Washington University, Craig was one of the persons responsible for starting the National Business Fraternity, Delta Sigma Pi. Craig received his MBA with distinction in Finance from Hofstra University in 2011. Craig is a licensed Life and Health Insurance Agent in the state of New York. He is currently pursuing his Certified Financial Planning (CFP) designation.
Mark Spielberger was formerly at the private bank now known as JP Morgan Chase. This allows the firm to combine the highly personal concierge services of a family office with the sophisticated resources of an institutional investment consulting firm.
Spielberger & Brooks believes in open architecture solutions and unbiased advice, setting the industry standard for today's wealth management firms. Spielberger & Brooks is a market leader in objective wealth counseling for affluent investors.
The guiding tenets of the company's business model - outstanding investment performance, exceptional service, objectivity and innovative thinking - integrate well with the increasingly sophisticated demands of high net worth families. Today, Spielberger & Brooks serves approximately 100 families of exceptional wealth. The firm provides clients with impartial investment consulting and a variety of wealth management services tailored specifically to the high net worth marketplace, with particular expertise in goal-based investment planning, portfolio construction, alternative investments, concentrated wealth strategies and performance reporting.
Prior to starting Spielberger & Brooks, Mr. Spielberger created and was President of Spielberger Dampf Brill & Levine LLC. for over 11 years. Prior to Spielberger Dampf Brill & Levine LLC. Mr. Spielberger created and was named Director in charge of the Private Advisory Services Group, (PAS) at the Chase Manhattan Private Bank (previously Chemical Private Bank) for over 15 years. Mr. Spielberger headed up a dedicated team of investment professionals managing over $500 million in the bank's Investment Allocation Program. Prior to joining Chemical's Private Bank, Mr. Spielberger began the Personal Financial Planning Program at Shearson Loeb Rhoades. Mr. Spielberger holds a B.S. (Beta Gamma Sigma) and M.B.A. in Taxation and Investments and Securities from New York University.