Craig R. Colbath

Chief Operations & Compliance Officer
Photo of Pasadena Private Wealth Team Member Craig Colbath

Designations & Licenses
CRPC®

Craig began his career in the financial services industry in 1994, as a Financial Consultant at Merrill Lynch in Manchester, New Hampshire. Three years later, while managing his own practice, he was promoted to Resident Manager of the Portsmouth office. Shortly after, he became Resident Director of the Portland, Maine office, where he oversaw 30+ advisors and led a four-person team with $250+ million under management. In 2007, Craig gave up his advisory practice to focus on full-time management and took on the role of Associate Director in Princeton, New Jersey and supported the Southern New Jersey Region. He moved to California in 2010, to become Market Executive in Pasadena, and supervised nine offices consisting of 130+ advisors and $130 million in annual revenues. In 2016, he left Bank of America/Merrill Lynch and joined the Singpoli Group as Managing Director to run their broker-dealer, oversee operations to raise capital for development projects. Craig joined Pasadena Private Wealth in January 2019, as our Chief Operating Officer and Chief Compliance Officer.

 

He and his wife, Ann, reside in Pasadena, and together, they have three adult children. Craig graduated from the Isenberg School of Management at the University of Massachusetts with a BAA in Accounting. He completed the CIMA program at the Wharton School and holds the Chartered Retirement Planning Counselor designation. Craig serves on the Board of Pasadena Symphony and enjoys traveling, hiking, cycling, and skiing.