Congratulations to Kraig C. Moore, who recently earned the Certified Trust and Fiduciary Advisor (CTFA) designation, a prestigious certification administered by the American Bankers Association. The CTFA designation demonstrates expertise in the trust and financial advisor field, and is recognized industry-wide as a mark of excellence. Candidates are required to meet a number of criteria: work experience in the wealth management industry, specific education requirements, as well as passing a rigorous exam. CTFA designees attend continuing education courses to remain current on industry developments.
“Earning the CTFA is an impressive achievement and demonstrates Kraig’s dedication to expanding his knowledge in order to provide the best possible solutions for his clients,” said James M. Kittler, JDJ’s President. “This accomplishment exemplifies one of JDJ’s core values – pursuit of lifelong learning. Congratulations, Kraig!”
Kraig is a Senior Manager/Vice President at JDJ and a Team Leader of one of JDJ’s client service teams. In this role, he helps ensure superior client service and continuity of client experience throughout the firm. Kraig applies his extensive family office experience to provide a range of customized services to JDJ clients and professional advisors, including financial reporting, investment administration, tax planning and coordination, payroll administration, and estate planning and implementation.