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
AI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read Now
Introduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read Now
Will the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read NowIntroduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read NowWill the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read NowInsight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowA family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now