Primary Job Title CEO Primary Organization 
Private Wealth Systems, Inc.
Location Charlotte, North Carolina, United States Regions East Coast, Southern US Gender Male Also Known As Craig Pearson
Website privatewealthsystems.com LinkedIn View on LinkedIn X (Twitter) View on X
Craig is CEO and co-founder of https://PrivateWealthSystems.com (a FinTech20 Top FinTech Company to Watch). Before co-founding Private Wealth Systems Craig was president of WealthTouch, a leading legacy provider of consolidated wealth reporting, where he was responsible for restructuring, recapitalizing and successfully selling the
company to form the largest outsource accounting platform for the family office segment, generating a 4.5x return on capital in under 14 months. Before becoming president, Craig ran sales for WealthTouch where he tripled revenue and expanded the company into South America and Northern Europe.
Craig has over 20 years of experience in financial technology, with a focus on institutional and self-directed portfolio management, trade order management, compliance, and investment reporting. Craig is a Chartered Financial Analyst (CFA), and holds a masters degree in finance. As a fourth generation member of a complex family with multi-generational wealth Craig understands the unique individual needs that exist to have informed and elevated discussions between sophisticated investors and their trusted advisors.
