Craig McRoberts

Craig McRoberts, AIFA® Senior Vice President
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South Hills Branch
(412) 833.5777 x5304

Craig McRoberts is a Senior Vice President with Hefren Tillotson, Inc. In working with his clients, Craig utilizes Hefren Tillotson’s comprehensive Masterplan approach to help them achieve their goals in the areas of investments, retirement, tax and estate planning. Mr. McRoberts also partners with Hefren Tillotson Corporate Services to provide retirement plan consulting and management as well as executive counseling services.

Mr. McRoberts is a career Hefren Tillotson employee since graduating from the Pennsylvania State University in 1992 with a B.S. in Finance and a minor in Spanish. While in University Park, Craig was a scholarship recipient and member of the baseball team. Mr. McRoberts holds the Series 7, 65, and 8 securities licenses as well as his Life, Accident, and Health License. When Hefren Tillotson wanted to expand their branch network in 1997, Craig was instrumental in helping to open the firm's new South Hills office in Upper St. Clair. Craig has earned the Accredited Investment Fiduciary Analyst (AIFA®) designation from the Center for Fiduciary Studies/University of Pittsburgh Katz Graduate School of Business. In addition, he can often be heard on KDKA Radio/AM 1020 providing the closing stock quotes and serving as a co-host of the popular "Your Money and You" show on Sunday mornings. Most recently, Craig was named one of the few advisors to receive the FIVE STAR Wealth Manager Award as chosen by client feedback and published in the July issue of Pittsburgh Magazine.

Out of the office, Craig has served on various not for profit Boards including The March of Dimes and Jefferson Regional Medical Center.

In his spare time, Craig enjoys playing golf, skiing, and relaxing with his family. He lives in Peters Township with his wife Lori and three children, Ella, Brady, and Lia.

 
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