Kraig is a seasoned accounting and finance professional who cares deeply about his clients and leverages his extensive family office experience to provide outstanding service to clients and professional advisors. Kraig provides a broad range of tailored services to JDJ clients, including detailed financial reporting, investment administration, budgeting and cash management, tax planning and coordination, payroll administration, and estate planning and implementation. In addition, he manages many professional relationships, communicating proactively with wealth managers, attorneys, and tax accountants on behalf of his clients.
Kraig is Team Leader of one of our client service teams. In this role, he helps ensure superior client service and continuity of client experience throughout the firm. Kraig’s responsibilities also include managing client deliverables, the allocation of internal resources, and the professional development of team members.
Prior to joining JDJ in 2013, Kraig was a senior accountant at a single family office where he provided family office services to multiple family members, including financial reporting, tax preparation & review, and operation improvements. Kraig started his career as an Audit Associate at KPMG.
Kraig graduated cum laude from the University of Massachusetts at Amherst’s Isenberg School of Management with a Bachelor's of Business Administration in Accounting & Information Systems as well as a Certification in Public Policy & Administration. He is a Certified Trust and Fiduciary Advisor (CTFA) as well as a member of the Boston Estate Planning Council. In addition, Kraig is a member of our Risk Management Committee.