Craig A. Rose

MANAGING DIRECTOR

Craig Rose entered the financial services business in 1996, where he started his career at a small national firm. A few years later he joined a successful group of advisors at UBS/Paine Webber where he worked beside the future founders of Axiom Asset Management. In 2003 the team determined they could best serve their clients as an independent investment advisory firm and Axiom Asset Management was born a few months later.

With three decades of advisory clients under his belt and 26 years of incredible teamwork, Craig has become a valued Partner in the firm, and an integral part of Axiom’s investment strategy and research process. Craig is committed to a value approach to his investment selection, while still searching for growth and income opportunities. He prioritizes client education, while helping individuals achieve their long-term financial goals through disciplined planning.

Craig is graduate of West Virginia University where he studied finance. Outside of his professional life he is an avid outdoorsman, who is drawn to most activities offered by the ocean. Some of his favorite hobbies are boating, fishing, sailing and surfing, all of which he shares frequently with his wife, Beverly, and son, Chase.