Profile
Craig William Hart was the founder of CWH Capital Management, Inc. (founded in 1995) and Hart Capital Management LLC (founded in 1998), where he held the titles of President & Chief Investment Officer and President, respectively.
He is currently a Board of Director at Spokane Angel Alliance since 2011.
Mr. Hart's former jobs include Research Analyst at Ragen MacKenzie Group, Inc. (1984-1989), Principal at Charles Schwab & Co., Inc., senior vice president at Mercer Advisors, Inc., Principal at Foster & Marshall LLC, and Principal at Morgan Stanley Smith Barney Private Management LLC.
He received his undergraduate degree from the University of Washington.
Craig William Hart active positions
| Companies | Position | Start |
|---|---|---|
Spokane Angel Alliance
 Spokane Angel Alliance Investment ManagersFinance Spokane Angel Alliance (Spokane Angel Alliance) is a angel investment firm founded in 2005. The firm is headquartered in Spokane, Washington. | Director/Board Member | 31/12/2010 |
Hart Capital Management LLC
 Hart Capital Management LLC Investment ManagersFinance Hart Capital Management LLC provides investment advice. The private company is based in Grosse Pointe Park, MI. The company was founded by Craig William Hart. | Founder | 31/12/1997 |
Former positions of Craig William Hart
| Companies | Position | End |
|---|---|---|
CWH Capital Management, Inc.
 CWH Capital Management, Inc. Investment ManagersFinance CWH Capital Management, Inc., dba Hart Capital Management, Inc. (HCM), is a SEC-registered investment advisor headquartered in Spokane, Washington. The firm was founded by Craig W. Hart in 1995. They are a subsidiary of Mercer Advisors, Inc. HCM provides portfolio management services to individuals, 401(k) plans, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs and other US institutions. | Chief Executive Officer | 28/03/2021 |
Ragen MacKenzie Group, Inc.
 Ragen MacKenzie Group, Inc. Investment Banks/BrokersFinance Founded in 1982, Ragen MacKenzie Group, Inc. (NYSE: RMG) is a full-service brokerage firm headquartered in Seattle. They are an affiliate of Wells Fargo Investments LLC and a subsidiary of Wells Fargo & Co. (NYSE: WFC). With additional offices nationwide, the firm provides value-oriented, objective research. They focus on the following industries: aerospace, air freight, biotechnology, financial services, forest products, healthcare, insurance, manufacturing, retail, semiconductors, software, technology, transportation, utilities and other special situations. Ragen Mackenzie searches for companies nationwide that are undervalued in the marketplace and that demonstrate strong long-term fundamental characteristics, yet have not been recognized by the majority of investors. The firm is a member of the SIPC. | Analyst-Equity | 30/12/1989 |
Mercer Advisors, Inc.
 Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Private Equity Investor | - |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Morgan Stanley Smith Barney Private Management LLC
 Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Corporate Officer/Principal | - |
Training of Craig William Hart
| University of Washington | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Ragen MacKenzie Group, Inc.
Ragen MacKenzie Group, Inc. Investment Banks/BrokersFinance Founded in 1982, Ragen MacKenzie Group, Inc. (NYSE: RMG) is a full-service brokerage firm headquartered in Seattle. They are an affiliate of Wells Fargo Investments LLC and a subsidiary of Wells Fargo & Co. (NYSE: WFC). With additional offices nationwide, the firm provides value-oriented, objective research. They focus on the following industries: aerospace, air freight, biotechnology, financial services, forest products, healthcare, insurance, manufacturing, retail, semiconductors, software, technology, transportation, utilities and other special situations. Ragen Mackenzie searches for companies nationwide that are undervalued in the marketplace and that demonstrate strong long-term fundamental characteristics, yet have not been recognized by the majority of investors. The firm is a member of the SIPC. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
CWH Capital Management, Inc.
CWH Capital Management, Inc. Investment ManagersFinance CWH Capital Management, Inc., dba Hart Capital Management, Inc. (HCM), is a SEC-registered investment advisor headquartered in Spokane, Washington. The firm was founded by Craig W. Hart in 1995. They are a subsidiary of Mercer Advisors, Inc. HCM provides portfolio management services to individuals, 401(k) plans, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs and other US institutions. | Finance |
Mercer Advisors, Inc.
Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Finance |
Foster & Marshall LLC
 Foster & Marshall LLC Real Estate DevelopmentFinance Foster & Marshall LLC provides real estate services. The private company is based in Seattle, WA. | Finance |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Finance |
Hart Capital Management LLC
Hart Capital Management LLC Investment ManagersFinance Hart Capital Management LLC provides investment advice. The private company is based in Grosse Pointe Park, MI. The company was founded by Craig William Hart. | Finance |
Spokane Angel Alliance
Spokane Angel Alliance Investment ManagersFinance Spokane Angel Alliance (Spokane Angel Alliance) is a angel investment firm founded in 2005. The firm is headquartered in Spokane, Washington. | Finance |
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