Craig Pfeiffer is the President and Chief Executive Officer of Money Management Institute, a financial services firm that provides advice and professionally-managed investment solutions to individual and institutional investors. He has spent his career as a Senior Financial Services Executive that successfully led strategies, priorities, growth initiatives and merger integrations. Additionally, Craig is engaged in leadership roles across the financial services landscape. He is a proven financial services executive following 29 years with Morgan Stanley Smith Barney and its predecessor firms. His career experience includes serving as an Executive Committee and Senior Management roles leading national sales group and marketing and client communications groups, among others.
2003 - 2009
1982 - 2011
1975 - 1978
Craig Pfeiffer is also the Co-Founder and Chair of the Advisory Board for RiskBridge Advisors; RiskBridge is an OCIO asset manager focused in the non-profit, endowments and foundations space.
From 2003 to 2011, he held a progression of senior positions including the National Sales Group with responsibility for marketing strategy and client communications, desktop technology, and brokerage-based banking.
In 2012, he founded and continues today as Chairman of Advisors Ahead, a firm that continuously pursues to elevate the professionalism of the investment advice industry and the successful development of Financial Advisors.
Craig also served as Operating Partner of Corsair Capital, a pioneer private equity investor focused on global growth opportunities in the financial services industry.
Craig Pfeiffer's Organizational Involvement
Chairman, Advisors Ahead
Executive Chairman, Inlet LLC
Board of Director, Westfield's Group's Ohio Farmers Insurance Company
Advisory Board, Snowden Lane Partners
Board Director, PriceMetrix
Executive Committee, Citymeals-On-Wheels
President, Bright Seed Foundation
Dean's Council, Kelley School of Business at Indiana University
Craig Pfeiffer specializes in the following:
Innovative development and effective execution of strategic initiatives
Working across large and diverse organizations
Building teams and leading effective collaboration
Focus on measurable results and lasting impact