Craig T. Simmons, Managing Partner received his Bachelor of Science in Business Administration degree in Finance from Central Michigan University. Craig is responsible for the overall strategic growth of the firm. He serves as portfolio manager and chief compliance officer for the firm. With over twenty years of experience managing clients’ portfolios, Craig has broad experience in the capital markets including equities, fixed income, options and alternative investments.
Craig began his financial career as an auditor for Hilton Hotels. In 1993, he joined Edward Jones as an Investment Representative and managed office locations in West Bloomfield and Lake Orion, Michigan. He moved his practice to Smith Barney in 1995 to form a business partnership with Ken Brandt and one year later, they left the firm to form WSB Advisors, a Registered Investment Advisor specializing in working with independent fee-based money managers.
In 2000, Craig co-founded BKS Advisors, LLC. and in 2001, he co-founded Platinum Financial Partners, an institutional money management firm specializing in the use of Artificial Intelligence-based models for managing portfolios of Exchange Traded Funds. In 2003 along with Ken Brandt, he formed Brandt, Kelly & Simmons Securities, a FINRA registered Broker Dealer serving both retail and institutional clients.
Craig and his wife Jennifer have been married since July 1996 and have two children Blake and Brendan. Craig’s hobbies include spending time with his family, golf, reading and travel. Acting upon his strong beliefs on the importance of giving back to the community, Craig devotes a significant amount of his time to coaching youth sports and has served as a student mentor to several college students. In addition, he has been a member of the Detroit Chapter of the Entrepreneurs’ Organization (EO) for over ten years.