Craig Story

Craig Story
Craig Story
Director
Craig Story was appointed a Director in 2021. Mr. Story is the Chief Executive Officer of the Family Office at Highgate Capital Investments and oversees a multi-disciplinary team focused on managing their clients' asset allocation, opportunistic investments, philanthropy, estate and tax planning, cash management and liability management.

Early in his career, Mr. Story practiced law in the New York and London offices of Skadden, Arps, Slate, Meagher & Flom LLP (2003-2007). At Skadden, Mr. Story advised a variety of clients on cross-border capital markets and strategic transactions. From there, he joined the Mergers & Acquisitions group at Citigroup Global Markets (2007-2009) in New York, where he was an investment banker. At Citigroup, Mr. Story focused on strategic buy-side and sell-side transactions for Fortune 500 clients across a wide array of industries. His vast experience in the financial services industry next led him to the position of Managing Director at the J.P. Morgan Private Bank (2009-2020) in New York and Dallas. At J.P. Morgan, Mr. Story advised wealthy families, institutions, foundations and endowments on a variety of wealth management-related issues.

Mr. Story holds a B.S. in Honors Financial Management and Minor in Honors Accounting from Clemson University as well as a J.D. from the University of Virginia School of Law. While at the University of Virginia, Mr. Story was a member of the Virginia Law Review. He is admitted to practice law in the State of New York. Mr. Story resides with his wife and three children in Dallas. He is a member of the Honors College Advisory Board at Clemson University and the Dean's Council at the University of Virginia School of Law. He is also a member of the Board of Directors of Canyon Community Bank in Tucson, Arizona.