Kraig, a Senior Director, leads our Client Onboarding team. This group collaborates with clients, advisors, providers, and internal teams to ensure clients receive personalized and efficient support from initial engagement through successful implementation. Kraig and his team coordinate among all stakeholders to gather and share information and ensure the engagement team understands the family’s needs and expectations. Kraig has extensive experience managing client service teams, and he leads his team by example, always ensuring excellence in client service.
Prior to joining Trove (formerly JDJ Family Office Services) in 2013, Kraig was a senior accountant at a single-family office where he provided family office services to multiple family members. Kraig began 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 of Business Administration in Accounting & Information Systems. He is a Certified Trust and Fiduciary Advisor (CTFA) and a member of the Boston Estate Planning Council.