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Craig Forbes

Co-Founder, Chairman Emeritus

Alpha Omega Wealth Management

United States, Virginia, Richmond

About Me

Mr. Craig Forbes is a Co-Founder and serves as Chairman Emeritus and Principal at Alpha Omega Wealth Management. Mr. Forbes has over 25 years of experience in the banking and financial services industry including stints at the Virginia State Treasury, Federal Reserve, Prudential Securities, and SunTrust Capital Markets. During the last 20 years, he and his team have managed equity and bond portfolios for a number of institutional and high-net-worth clients. He has a BA from the Virginia Military Institute and an MBA from the College of William & Mary. He earned the Certified Investment Management Analyst designation (CIMA®) from the Investment Management Consultants Association. Additionally
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Profile Information

Co-Founder, Chairman Emeritus

Alpha Omega Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Richmond

Virginia

United States

May 15, 2024

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