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Craig Pfeiffer
President and CEO at Money Management Institute

Profile

Craig Pfeiffer is the President and CEO of the Money Management Institute. MMI is the leading voice for the global financial services organizations that provide advice and professionally managed investment solutions to individual and institutional investors. MMI enables, facilitates and shepherds industry dialogue through national and thematic conference, education and professional development initiatives, thought-leadership publishing, regulatory affairs and next generation initiatives.

Craig is engaged in a variety of leadership roles across the financial services landscape. He is active as

  • the Executive Board Chairman of Inlet, a joint venture between Broadridge and Pitney Bowes,
  • a Board Director and Lead Director for Westfield Group’s Ohio Farmers Insurance Company,
  • and an Operating Partner at the private equity firm Corsair Capital. 

In 2012, Craig founded and continues today as Chairman of Advisors Ahead llc. pursuing a passion to elevate the professionalism of the investment advice industry.

 Craig is a proven senior financial services executive, following 29 years with Morgan Stanley Smith Barney and its predecessor firms. He transitioned from MSSB in 2012 where he was Vice Chairman and on the Executive Committee. From 2003 to 2011, he held a progression of senior positions including the National Sales Group with responsibility for marketing strategy and client communications, desktop technology, and brokerage-based banking. Additionally, he has been responsible for businesses including retirement services and corporate equity solutions. From 1982 to 2003, Craig advanced through field management roles, starting as a Financial Advisor and transitioning into field management at all levels.

Craig is an alumnus of Indiana University Kelley School of Business and most proud of his wife Cissy, their 40-year journey, their two married children and their six grandchildren. Active with community organizations, Craig is a past board director of Citymeals-On-Wheels and President of Bright Seed Foundation. He serves as the President of the Huntington Country Club and is on the Dean’s Council for Indiana University Kelley School.

Speakers at this event