San Francisco Financial Advisors

Craig began his career with Cohen Capital Management, an investment management firm focused on working with the super-affluent ($30M and above). He started at CCM in equity research, analyzing companies for their investment portfolios. He was in charge of all trading and analysis of their $100M+ bond portfolio, before moving over to working with clients as a financial advisor.

In 2003 Craig left CCM and founded Winship Wealth Partners. His mission was to create a firm to provide the same type of high level planning and investment management services for families across the San Francisco Bay Area.

Craig is the creator and producer of the BS in Barrons Report, a weekly blog that examines and exposes the myths and illusions in the financial press. He is also the author of the book, Successful Investing for Female CEO’s, published by Charles Pinot.

He is a graduate of UC Berkeley and the Branson School.

After graduating from college, Melissa immediately started working in corporate America and spent 10 years in human resources and recruiting. She worked for Smith Barney, Oracle Corporation, PriceWaterhouse Coopers, and CareerGroup, Inc.

In 2001, Melissa joined Craig at Cohen Capital Management and worked in client services and fixed income trading. She is now coming up on her 15th year in the investment industry.

While Craig is in charge of the investment side of Winship Wealth, Melissa runs the operations. She directs all education and marketing efforts and ensures that Winship is providing the highest level of client service to those they work with.

Melissa grew up in San Francisco and the Peninsula and graduated with a Bachelors of Arts from the University of Arizona. Melissa previously sat on the board of the Osher Marin JCC and Congregation Beth Ami in Santa Rosa. Craig and Melissa have three children Justin (10), Hanah Rose (8.5) and Alexa (6) who bring a tremendous amount of purpose and joy to their lives.