Kelly Marie Craig

Employer firm

Pathstone CRD 151736

$110B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 08/2017
  Harvard Pilgrim Health Care
  Quincy, MA
• 08/2017 → 12/2018
  Heritage Financial Services, Llc
  Westwood, MA
• 01/2019 → 09/2021
  Brown Advisory
  Boston, MA
• 09/2021 → 12/2021
  Unemployed
  Weymouth, MA
• 08/2019 → Present
  Hanley Law Realty
  Quincy, MA
• 01/2024 → Present
  Bentley University
  Waltham, MA
• 12/2021 → 07/2024
  Pathstone
  Boston, MA
• 07/2024 → Present
  Pathstone
  Boston, MA

Other Businesses

January 2024 - Present - Bentley University - Adjunct Professor: 175 Forest St, Waltham, MA 02452. Up to 20 hours a month between teaching and grading. Never during trading hours. Teach from 6:30-8:30pm and grade either at night or on weekends. August 2019 - Present - Real Estate Salesperson - Hanley Law Realty: 308 Victory Rd, Quincy, MA 02171. Usually 0 hours a month. This is my parents' real estate company and I got licensed to help out if they are ever unavailable or traveling. I probably cover 2-3 open houses a year, only on weekends.

Designations

• Certified Financial Planner

Other Names

• Kelly Marie Goldman