Profile
Craig Thomas Forbes was the founder and Chairman Emeritus of Alpha Omega Wealth Management LLC, which was founded in 2009.
He held the title of Chairman Emeritus from 2009 to 2023.
Mr. Forbes also worked as a Principal at SunTrust Capital Markets, Inc. Mr. Forbes received an MBA from The College of William & Mary and completed his undergraduate degree at Virginia Military Institute.
Former positions of Craig Thomas Forbes
| Companies | Position | End |
|---|---|---|
Alpha Omega Wealth Management LLC
Alpha Omega Wealth Management LLC Investment ManagersFinance Alpha Omega uses several methods of investment analysis and investment strategies to provide services to their clients. The firm’s investment philosophy is grounded in the principle of seeking value. Through thoughtful asset allocation, diversification, and security selection they seek to construct enduring portfolios for their clients. | Chief Executive Officer | 2023-11-30 |
SunTrust Capital Markets, Inc.
SunTrust Capital Markets, Inc. Investment Banks/BrokersFinance Provides brokerages services | Corporate Officer/Principal | - |
Training of Craig Thomas Forbes
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
SunTrust Capital Markets, Inc.
SunTrust Capital Markets, Inc. Investment Banks/BrokersFinance Provides brokerages services | Finance |
The College of William & Mary
The College of William & Mary Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Virginia Military Institute
Virginia Military Institute Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Alpha Omega Wealth Management LLC
Alpha Omega Wealth Management LLC Investment ManagersFinance Alpha Omega uses several methods of investment analysis and investment strategies to provide services to their clients. The firm’s investment philosophy is grounded in the principle of seeking value. Through thoughtful asset allocation, diversification, and security selection they seek to construct enduring portfolios for their clients. | Finance |
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