Craig Chaikin

Leadership

Craig Chaikin

Craig Chaikin

Vice President

Mr. Chaikin is a Vice President and Senior Consultant in Segal Marco Advisors’ New York office with over 12 years of experience within the investment industry and over seven years of experience in investment consulting. He currently serves as lead consultant to several public, Taft-Hartley and corporate clients. Mr. Chaikin manages client relationships by assisting clients in developing investment policy statements, selecting investment funds and managers and evaluating investment performance. He also advises clients on asset allocation strategy and plan design.

Mr. Chaikin provides investment consulting services to defined contribution, defined benefit and other types of investment programs. Mr. Chaikin supports the firm’s defined contribution research effort, which includes traditional mutual funds, stable value and target date funds. Additionally, he leads the team responsible for defined contribution recordkeeper searches, working with clients on RFP design and analysis of proposals.

Prior to joining Segal Marco Advisors, Mr. Chaikin worked for Fifth Third Asset Management on the client service team, where he was responsible for client reporting. He also worked for Ameriprise Financial as a Financial Advisor.

Mr. Chaikin graduated from Miami University’s (Ohio) Richard T. Farmer School of Business with a BS in Finance. He received his MBA from Xavier University. Mr. Chaikin holds the Chartered Financial Analyst designation.

Contact Craig

The information you provide will not be shared with anyone outside Segal.

Craig Chaikin

Leadership

Craig Chaikin

Craig Chaikin

Vice President

Mr. Chaikin is a Vice President and Senior Consultant in Segal Marco Advisors’ New York office with over 12 years of experience within the investment industry and over seven years of experience in investment consulting. He currently serves as lead consultant to several public, Taft-Hartley and corporate clients. Mr. Chaikin manages client relationships by assisting clients in developing investment policy statements, selecting investment funds and managers and evaluating investment performance. He also advises clients on asset allocation strategy and plan design.

Mr. Chaikin provides investment consulting services to defined contribution, defined benefit and other types of investment programs. Mr. Chaikin supports the firm’s defined contribution research effort, which includes traditional mutual funds, stable value and target date funds. Additionally, he leads the team responsible for defined contribution recordkeeper searches, working with clients on RFP design and analysis of proposals.

Prior to joining Segal Marco Advisors, Mr. Chaikin worked for Fifth Third Asset Management on the client service team, where he was responsible for client reporting. He also worked for Ameriprise Financial as a Financial Advisor.

Mr. Chaikin graduated from Miami University’s (Ohio) Richard T. Farmer School of Business with a BS in Finance. He received his MBA from Xavier University. Mr. Chaikin holds the Chartered Financial Analyst designation.

Contact Craig

The information you provide will not be shared with anyone outside Segal.

Leadership

Craig Chaikin

Vice President

Craig Chaikin

Contact Craig

The information you provide will not be shared with anyone outside Segal.

Mr. Chaikin is a Vice President and Senior Consultant in Segal Marco Advisors’ New York office with over 12 years of experience within the investment industry and over seven years of experience in investment consulting. He currently serves as lead consultant to several public, Taft-Hartley and corporate clients. Mr. Chaikin manages client relationships by assisting clients in developing investment policy statements, selecting investment funds and managers and evaluating investment performance. He also advises clients on asset allocation strategy and plan design.

Mr. Chaikin provides investment consulting services to defined contribution, defined benefit and other types of investment programs. Mr. Chaikin supports the firm’s defined contribution research effort, which includes traditional mutual funds, stable value and target date funds. Additionally, he leads the team responsible for defined contribution recordkeeper searches, working with clients on RFP design and analysis of proposals.

Prior to joining Segal Marco Advisors, Mr. Chaikin worked for Fifth Third Asset Management on the client service team, where he was responsible for client reporting. He also worked for Ameriprise Financial as a Financial Advisor.

Mr. Chaikin graduated from Miami University’s (Ohio) Richard T. Farmer School of Business with a BS in Finance. He received his MBA from Xavier University. Mr. Chaikin holds the Chartered Financial Analyst designation.

Leadership

Craig Chaikin

Vice President

Craig Chaikin

Contact Craig

The information you provide will not be shared with anyone outside Segal.

Mr. Chaikin is a Vice President and Senior Consultant in Segal Marco Advisors’ New York office with over 12 years of experience within the investment industry and over seven years of experience in investment consulting. He currently serves as lead consultant to several public, Taft-Hartley and corporate clients. Mr. Chaikin manages client relationships by assisting clients in developing investment policy statements, selecting investment funds and managers and evaluating investment performance. He also advises clients on asset allocation strategy and plan design.

Mr. Chaikin provides investment consulting services to defined contribution, defined benefit and other types of investment programs. Mr. Chaikin supports the firm’s defined contribution research effort, which includes traditional mutual funds, stable value and target date funds. Additionally, he leads the team responsible for defined contribution recordkeeper searches, working with clients on RFP design and analysis of proposals.

Prior to joining Segal Marco Advisors, Mr. Chaikin worked for Fifth Third Asset Management on the client service team, where he was responsible for client reporting. He also worked for Ameriprise Financial as a Financial Advisor.

Mr. Chaikin graduated from Miami University’s (Ohio) Richard T. Farmer School of Business with a BS in Finance. He received his MBA from Xavier University. Mr. Chaikin holds the Chartered Financial Analyst designation.

Leadership

Craig Chaikin

Craig Chaikin

Vice President

Contact Craig

The information you provide will not be shared with anyone outside Segal.

Mr. Chaikin is a Vice President and Senior Consultant in Segal Marco Advisors’ New York office with over 12 years of experience within the investment industry and over seven years of experience in investment consulting. He currently serves as lead consultant to several public, Taft-Hartley and corporate clients. Mr. Chaikin manages client relationships by assisting clients in developing investment policy statements, selecting investment funds and managers and evaluating investment performance. He also advises clients on asset allocation strategy and plan design.

Mr. Chaikin provides investment consulting services to defined contribution, defined benefit and other types of investment programs. Mr. Chaikin supports the firm’s defined contribution research effort, which includes traditional mutual funds, stable value and target date funds. Additionally, he leads the team responsible for defined contribution recordkeeper searches, working with clients on RFP design and analysis of proposals.

Prior to joining Segal Marco Advisors, Mr. Chaikin worked for Fifth Third Asset Management on the client service team, where he was responsible for client reporting. He also worked for Ameriprise Financial as a Financial Advisor.

Mr. Chaikin graduated from Miami University’s (Ohio) Richard T. Farmer School of Business with a BS in Finance. He received his MBA from Xavier University. Mr. Chaikin holds the Chartered Financial Analyst designation.