Craig Thomas Forbes
Chief Executive Officer at Alpha Omega Wealth Management LLC
Profile
Mr. Craig T.
Forbes is a Principal & Co-Founder at Alpha Omega Wealth Management LLC.
He co-founded the firm in May 2009.
He has over 25 years of experience in the banking and financial services industry including stints at the Virginia State Treasury, Federal Reserve, Prudential Securities and SunTrust Capital Markets.
During the last 20 years he and his team have managed equity and bond portfolios for a number of institutional and high net worth clients.
Additionally, he is very involved in the community, currently as Board Member and Past President of the Venture Forum Executive Committee.
Previously he was President of the Central Virginia Treasury Management Association, on the Executive Committee of the VMI Alumni Board, President of Kanawha Recreation Association, and on the Troop Committee of a local Boy Scout troop.
He is a retired Major, U.S.
Army Reserves.
Mr. Forbes has a BA from the Virginia Military Institute and an MBA from the College of William & Mary.
He earned the Certified Investment Management Analyst designation from the Investment Management Consultants Association.
Craig Thomas Forbes active positions
| Companies | Position | Start |
|---|---|---|
Alpha Omega Wealth Management LLC
 Alpha Omega Wealth Management LLC Investment ManagersFinance Alpha Omega Wealth Management LLC (Alpha Omega) is a SEC-registered investment adviser headquartered in Richmond, Virginia. The firm was founded in 2009 by Craig Forbes, LeAnn G. Mitchell and William “Art” Washburn. The firm is a subsidiary of AO Wealth Holding Co. LLC. Alpha Omega provides discretionary and/or non-discretionary investment advisory services to individuals, business entities, trusts, estates, and charitable organizations. | Chief Executive Officer | 2009-02-26 |
Former positions of Craig Thomas Forbes
| Companies | Position | End |
|---|---|---|
| SunTrust Capital Markets, Inc. | Corporate Officer/Principal | - |
Training of Craig Thomas Forbes
| Virginia Military Institute | Undergraduate Degree |
| The College of William & Mary | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Alpha Omega Wealth Management LLC
Alpha Omega Wealth Management LLC Investment ManagersFinance Alpha Omega Wealth Management LLC (Alpha Omega) is a SEC-registered investment adviser headquartered in Richmond, Virginia. The firm was founded in 2009 by Craig Forbes, LeAnn G. Mitchell and William “Art” Washburn. The firm is a subsidiary of AO Wealth Holding Co. LLC. Alpha Omega provides discretionary and/or non-discretionary investment advisory services to individuals, business entities, trusts, estates, and charitable organizations. | Finance |
| SunTrust Capital Markets, Inc. | Finance |
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