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Craig Muska
Profile
Mr. Craig Muska is a Director of Investments at Threshold Group LLC.
Mr. Muska joined Threshold Group in 2009.
Previously, he was a Managing Director at IW Financial, a Portland, Oregon-based investment research and consulting firm.
Prior to working at IW Financial, he established a global wealth management platform at Envestnet Asset Management.
He researched international equities, merger and acquisition opportunities and other asset classes as part of the investment team at both Credit Suisse HOLT and Nuveen Investments.
Mr. Muska earned a BA in finance from Northern Illinois University and a MS in public administration from the University of Illinois, Chicago.
Former positions of Craig Muska
Companies | Position | End |
---|---|---|
IW Financial
![]() IW Financial Miscellaneous Commercial ServicesCommercial Services IW Financial provides environmental, social, and governance research consulting and portfolio management solutions. Its solutions include research workstations, portfolio management tools, client research integration, investment compliance reporting, custom research, private label solutions, and training and support. The company was founded by Samuel Pierce and Dan Porter in 2001 and is headquartered in Portland, ME. | Corporate Officer/Principal | 30/12/2008 |
Nuveen Securities LLC
![]() Nuveen Securities LLC Investment ManagersFinance Nuveen Securities LLC, formerly known as the John Nuveen & Co., Inc., is the brokerage subsidiary of Nuveen Investments, Inc., ultimately held by TIAA Board of Overseers in the US. Headquartered in Chicago, the firm engages in the asset management and related research, as well as the development, marketing, and distribution of investment products and services for the institutional market segments. Investment products and services include closed-end exchange-traded funds, mutual funds and individually managed accounts. | Corporate Officer/Principal | - |
Credit Suisse Energy LLC
![]() Credit Suisse Energy LLC Electric UtilitiesUtilities Part of UBS Group AG, Credit Suisse Energy LLC is an American financial services company that provides advice to clients worldwide on all aspects of finance. The company's services are available 24/7 and include media and investor relations contacts, ATM and branch locations, and customer service details. | Corporate Officer/Principal | - |
Envestnet Asset Management, Inc.
![]() Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Corporate Officer/Principal | - |
Threshold Group LLC
![]() Threshold Group LLC Investment ManagersFinance Founded in 1999, Threshold Group LLC is a wealth management firm and registered investment advisor located in Gig Harbor, Washington. The firm is primarily owned by RT Management LLC, which is primarily owned by the 2006 Threshold Return of Capital Trust. Threshold Group provides investment advisory services to ultra high net-worth families, especially large, complex, multigenerational families; large family foundations; and high net-worth individuals and families. | Portfolio Manager-Equities | - |
Training of Craig Muska
Northern Illinois University | Undergraduate Degree |
University of Illinois | Graduate Degree |
Experiences
Positions held
Linked companies
Private companies | 5 |
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Threshold Group LLC
![]() Threshold Group LLC Investment ManagersFinance Founded in 1999, Threshold Group LLC is a wealth management firm and registered investment advisor located in Gig Harbor, Washington. The firm is primarily owned by RT Management LLC, which is primarily owned by the 2006 Threshold Return of Capital Trust. Threshold Group provides investment advisory services to ultra high net-worth families, especially large, complex, multigenerational families; large family foundations; and high net-worth individuals and families. | Finance |
IW Financial
![]() IW Financial Miscellaneous Commercial ServicesCommercial Services IW Financial provides environmental, social, and governance research consulting and portfolio management solutions. Its solutions include research workstations, portfolio management tools, client research integration, investment compliance reporting, custom research, private label solutions, and training and support. The company was founded by Samuel Pierce and Dan Porter in 2001 and is headquartered in Portland, ME. | Commercial Services |
Envestnet Asset Management, Inc.
![]() Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Finance |
Credit Suisse Energy LLC
![]() Credit Suisse Energy LLC Electric UtilitiesUtilities Part of UBS Group AG, Credit Suisse Energy LLC is an American financial services company that provides advice to clients worldwide on all aspects of finance. The company's services are available 24/7 and include media and investor relations contacts, ATM and branch locations, and customer service details. | Utilities |
Nuveen Securities LLC
![]() Nuveen Securities LLC Investment ManagersFinance Nuveen Securities LLC, formerly known as the John Nuveen & Co., Inc., is the brokerage subsidiary of Nuveen Investments, Inc., ultimately held by TIAA Board of Overseers in the US. Headquartered in Chicago, the firm engages in the asset management and related research, as well as the development, marketing, and distribution of investment products and services for the institutional market segments. Investment products and services include closed-end exchange-traded funds, mutual funds and individually managed accounts. | Finance |
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