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Craig Iskowitz is CEO and founder of Ezra Group, LLC, a management consulting firm providing advice to the wealth management industry on business strategy, UMA implementation and operations, vendor evaluations, and web content development. Craig has over 20 years of experience in wealth management, retail and institutional brokerage, market data and front and middle office operations. His clients include many Fortune 500 firms such as The Bank of New York, Fiserv, Standard & Poor’s and J.P. Morgan Chase. Craig is the publisher of the Wealth Management Today blog, which focuses on news and information for the wealth management industry with focus on fee-based advisory platforms. He is also available for speaking engagement about industry trends, participate in conference panels or teach one of his classes, which include Managed Accounts 101.
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