Craig WeinsteinCraig Weinstein

Executive Director

Wealth Partner

Craig Weinstein is an Executive Director, Wealth Partner and Portfolio Manager at J.P. Morgan Wealth Management.

Craig has spent more than 25 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. He is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.

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. He and his family live in Dallas, Texas.