Co-founder
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Craig Ralston is an experienced and qualified Investment Management Consultant, who has extensive knowledge in the areas of planning, risk management, investments, tax planning, retirement planning, and portfolio management. Craig worked with a wide range of clients including corporations, foundations, trusts, and high net worth individuals. He now manages his family accounts. Craig, in collaboration with Ken Beach, established the Cascade Investment Group, Inc. Colorado Springs office in 1996.
Craig also serves as the Treasurer/Secretary of the Sachs Foundation and is a past President there as well. The Foundation was established in 1931 to assist African-American Colorado residents with educational scholarships. In addition to the Sachs Foundation, Craig serves on, or has served on, the Boards of several other nonprofit organizations. Craig stays active in the investment community and served as a past arbitrator for FINRA.
Craig is a 37-year resident of Colorado Springs, Colorado. In his leisure time, he enjoys golfing, hunting and gardening. Craig attended The University of Colorado. Craig was previously associated with Smith Barney for 13 years, where he earned the title of Second Vice President.
Professional Licenses:
- Series 4 licensed as Registered Options Principal by the Financial Industry Regulatory Authority (FINRA)
- Series 7 licensed as Full Registration/General Securities Representative by the Financial Industry Regulatory Authority (FINRA)
- Series 24 licensed as General Securities Principal by the Financial Industry Regulatory Authority (FINRA)
- Series 63 licensed as Uniform Securities Agent by the Financial Industry Regulatory Authority (FINRA)
- Series 65 licensed as Uniform Investment Advisor by the Financial Industry Regulatory Authority (FINRA)
- Series 79 licensed as Investment Banking Representative by the Financial Industry Regulatory Authority (FINRA)
