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Craig WeinsteinCraig WeinsteinExecutive DirectorWealth Partner
About Craig
Craig Weinstein is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management.
Craig has spent more than twenty-five years working closely with ultra-affluent families to address their financial goals and streamline their wealth management services.
As a co-founder of the Heartfield Weinstein Group, Craig directs asset allocation, investment management, wealth transfer strategies and corporate executive services for the team. He draws on the professional resources of J.P. Morgan to offer clients a range of services including portfolio management, lending, hedging and monetization of concentrated equity positions, philanthropy, tax & estate planning strategies and family office services.
Craig has developed a seasoned perspective of the global economy and capital markets that informs his strategic investment approach. Before joining J.P. Morgan, he worked at Merrill Lynch, Credit Suisse, and Lehman Brothers.
Craig is highly educated, with strong capabilities across a multitude of important disciplines. He earned a B.A. in Economics from Tulane University, where he graduated Cum Laude. Craig also holds a J.D. from Southern Methodist University School of Law and an M.B.A. from the Thunderbird School of Global Management.
Keenly interested in philanthropy and community involvement, Craig is an active supporter of the Jewish Federation of Greater Dallas and the American Israel Public Affairs Committee. In his free time, he enjoys cycling, playing soccer and traveling with his family. He and his family live in Dallas, Texas.
Insights
![](http://dynl.mktgcdn.com/p/RaMAkk0PPH8NPxIP1xsG0wfwxfUDq1n6nRpG2Je4mGw/766x430.jpg)
Providing for your loved ones during your lifetime
December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now![](http://dynl.mktgcdn.com/p/18j4jD8dFIcZfHWeGAVyN5l7xfZ35vF6OvM61Uzopmw/1440x810.jpg)
December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read Now![](http://dynl.mktgcdn.com/p/ZG1nnwuYYvNdEQLeoZqnIIyaNtFOFQJ1SEqADKnLxZU/766x430.jpg)
Incentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now![](http://dynl.mktgcdn.com/p/1AJgvzQd-KxCN19tKDCmXNqmtuuNGCwyqaRncSHo2vM/1440x810.jpg)
Ready to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now![](http://dynl.mktgcdn.com/p/STvc4Z5sHCyzxS2XgTpbaSokfwNTi9-4dBOVQ3MGBc8/1440x810.jpg)
6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read Now![](http://dynl.mktgcdn.com/p/KXsl75d9xwG0o524wyOQHN2w7q87RiRP1w_acSDY8Wg/766x430.jpg)
Fundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now![](http://dynl.mktgcdn.com/p/jodapezNrbFVap_p5x-pxHku6dXblm-4YYaL2QWNbMs/1440x810.jpg)
2024’s unanswered questions: 3 things we want to know
December 13, 2024We’re still seeking answers about tariffs, China’s stimulus and more.Read Now![](http://dynl.mktgcdn.com/p/HQn1cYeg90YsWBh7xGmzl55riUqe1KLAJS1fSucwhIE/1440x810.jpg)
How to prepare your finances for marriage
December 13, 2024As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read Now![](http://dynl.mktgcdn.com/p/l6mUt2v54UY1s8Uerhpy9YA_9SXfJdAsHQU5_GtFUuo/1440x810.jpg)
November 2024 CPI Report: Inflation readings largely match expectations
December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read Now![](http://dynl.mktgcdn.com/p/RaMAkk0PPH8NPxIP1xsG0wfwxfUDq1n6nRpG2Je4mGw/766x430.jpg)
Providing for your loved ones during your lifetime
December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now![](http://dynl.mktgcdn.com/p/18j4jD8dFIcZfHWeGAVyN5l7xfZ35vF6OvM61Uzopmw/1440x810.jpg)
December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read Now![](http://dynl.mktgcdn.com/p/ZG1nnwuYYvNdEQLeoZqnIIyaNtFOFQJ1SEqADKnLxZU/766x430.jpg)
Incentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now![](http://dynl.mktgcdn.com/p/1AJgvzQd-KxCN19tKDCmXNqmtuuNGCwyqaRncSHo2vM/1440x810.jpg)
Ready to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now![](http://dynl.mktgcdn.com/p/STvc4Z5sHCyzxS2XgTpbaSokfwNTi9-4dBOVQ3MGBc8/1440x810.jpg)
6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read Now![](http://dynl.mktgcdn.com/p/KXsl75d9xwG0o524wyOQHN2w7q87RiRP1w_acSDY8Wg/766x430.jpg)
Fundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now![](http://dynl.mktgcdn.com/p/jodapezNrbFVap_p5x-pxHku6dXblm-4YYaL2QWNbMs/1440x810.jpg)
2024’s unanswered questions: 3 things we want to know
December 13, 2024We’re still seeking answers about tariffs, China’s stimulus and more.Read Now![](http://dynl.mktgcdn.com/p/HQn1cYeg90YsWBh7xGmzl55riUqe1KLAJS1fSucwhIE/1440x810.jpg)
How to prepare your finances for marriage
December 13, 2024As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read Now![](http://dynl.mktgcdn.com/p/l6mUt2v54UY1s8Uerhpy9YA_9SXfJdAsHQU5_GtFUuo/1440x810.jpg)
November 2024 CPI Report: Inflation readings largely match expectations
December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read Now![](http://dynl.mktgcdn.com/p/_NobfLqa0Tuw8Wf6bLeHDLPyBU_z2doPwHX2iZ91dq4/1482x1000.png)