Craig J. McCrory, CFA

Senior Vice President, Advisor

North Scottsdale, Arizona

Contact Craig

Craig focuses on investment management, helping identify market risks and opportunities while bringing a deep market perspective to his work. He advises on asset allocation, manager due diligence, and portfolio implementation.
Craig joined EP Wealth Advisors in 2026 through a partnership and brings extensive experience working with high-net-worth families in a fee-only advisory environment. His background also includes corporate tax audit work supporting Fortune 500 companies. He holds a B.S. in Business Management from the University of Arizona and is an active member of the CFA Institute and the Phoenix CFA Society.
Craig’s approach is research-driven, risk-aware, and disciplined. He builds diversified, tax-efficient portfolios aligned with client goals and believes that consistent process and clear communication drive durable outcomes.
A Tucson native and proud Arizona Wildcat, Craig enjoys traveling with his family and has visited all seven continents. He is also an avid automobile enthusiast and a member of the Porsche Club of America.