Addepar
Craig Hall is a seasoned professional in business development with a robust background in wealth management. Currently serving in a Business Development role at Addepar since July 2022, Craig focuses on enhancing portfolio views and reporting tools for advisors. Previously, Craig held key positions at SEI from May 2011 to July 2022, notably as Business Development Director and Relationship Director, managing client relationships and leading various strategic initiatives. Craig's experience also includes serving as Vice President, Wrap Platform Product Manager at Barclays Wealth, where responsibilities encompassed product design and management. Earlier roles include advising on regulatory matters at the Investment Management Association, creating financial solutions at Dart Capital, and various paraplanning and administrative roles in the financial sector, showcasing a comprehensive expertise in financial services and client management.
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Addepar
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Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 700 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 25 countries, Addepar’s platform aggregates portfolio, market and client data for more than $3.5 trillion in assets.