Craig WeinsteinCraig Weinstein
Executive Director
Wealth Partner

"I have developed a seasoned perspective of the global economy and capital markets that informs my strategic investment approach."

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

Family Legacy

Insight 7: Develop a capable and committed rising generation

August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
Outlook

July Jobs report highlights US job growth has slowed significantly; markets react negatively

August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Markets

Differentiating large from small: Firm size and exposure to trade tensions

August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
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