Testimonials

Andrew J. Jacobson, Sr. - Chief Operating Officer - Crossmark Global Investments

“We engaged Craig Horvath to assist our firm during a season of operations leadership succession in response to the unexpected retirement of our extremely tenured VP of Investment Operations & Head of GIPS Compliance.  Craig could not have arrived on scene at a more perfect time.  He was instrumental in evaluating our current investment operational policies, processes and procedures and identifying, evaluating and executing multiple quality and efficiency improvements.  Furthermore, he played a key role in the training and development of our back and middle office operations staff as well as the successor to the retiring Investment Operations VP.  Craig is extremely knowledgeable with regards to regulatory requirements and industry best practices, and he possesses a strong drive for excellence.  Accordingly, if you're looking to engage someone to assist you in making minor improvements to, or possibly even maintaining your current state, Craig might not be the best fit.  If, however, you're looking for a subject matter expert who can help modernize your investment operations function and identify and implement efficiency and quality improvements, and if you also share his drive for excellence, Craig has proven to be an amazing partner!" 

Mark Yancey - Managing Director of Marketing and Client Service - Aristotle Capital Management, LLC

   “Craig was an extremely valuable member of our team working closely with our GIPS verifier and compliance professionals at Aristotle. He is extraordinarily proficient and responsive to your needs.”

Laurie Kern - Senior Compliance & Internal Controls Analyst - Fiduciary Counselling, Inc.

   “Craig was brought on to assist with the analysis of performance computation and reporting from   a new technology application that our firm was installing. Craig's attention to detail, knowledge of the topic and ability to ask tough questions was invaluable. Craig's work provided us with a solid understanding of the strengths of the application as well as areas for us to consider additional controls that helped increase the integrity of the data used in our return calculations. Craig worked both onsite and offsite - he was very flexible with his schedule when he was requested to be onsite and was extremely reliable and responsive when working remotely.”

Tonja Sepulveda - Assistant Vice President, Compliance Manager - Nuveen Investments

   "I worked with Craig for 3 years and he exhibited total professionalism and dedication during his tenure. He served as a wonderful resource to many projects I was involved with. Craig's creative efforts added efficiencies and furthered the benefits of many processes still being utilized today. I believe Craig would be a valuable resource and loyal teammate for any organization."

Jennifer Rydwelski - Chief Compliance Officer - RMB Capital Management

   "Craig was an extremely valuable member of our team. I enjoyed working with him because his creativity
and willingness to challenge inspired me to do the same."

Jo Ann Quinif - Director of Marketing & Client Service - The Weitz Funds

   "Craig displays good decision making based on a high level of personal integrity and ethics. His focus and attention to detail consistently produces the highest quality of information. Craig is a consummate team player and works well in any stressful environment."         

Thomas Carroll - Vice President & Division Manager, Private Equity - Northern Trust

   "Craig was my Team Leader for my first financial industry job. It didn’t take long to realize he was an honest and hardworking guy. What I saw displayed in Craig’s behavior is that he approaches his job as a commitment. When he accepts a position he is committed to work hard, work smart and always work towards the company’s common goals."     

Charles Preseau - Chief Administrator Officer & CFO - Aviva Investors North America

   "Craig led an effort to build GIPS compliance during a significant business downsizing. His knowledge of GIPS and transactional processing is excellent and he was able to engage our staff knowledgeably and professionally, especially when objections to required procedures occurred. During this extremely busy time, I was appreciative of his high level of organization and his ability to quickly and succinctly prepare me for internal meetings."     

Terry Claude - Senior Consultant - Terry Claude Consulting

“I have worked on two very successful projects with Craig where he was the lead consultant and expert for transforming the clients' performance data into true GIPS compliant representation of the clients historical performance. Craig is an expert when it comes to organizing a client’s performance data where, if the client follows the rules laid out by Craig, will pass any GIPS compliant performance review.  This usually involves research and discussion to determine the correct timeframes and variables for the performance categories to be built and maintained.  Craig also is always up to date on the latest GIPS standards and compliance fundamentals, especially as new instruments are introduced into the market.  I would highly recommend Craig for his work ethic, his knowledge and his ability to be successful in his projects.”

Note: All job titles and companies listed are shown as of the time of engagement and may not be reflective of their current title or company.