Craig L Pelletier, CPA, PFS, is a financial and tax advisor with a bachelor's degree in Business Administration from Boston University, where he focused on finance, and a Master of Business Taxation from the University of Southern California. He is the managing partner at Pelletier & Leo, LLP, and is a co-founder at Osprey Capital Partners. Previously, he was a manager in PwC's Family Enterprise Advisory Services, where he worked on advisory and tax engagements for many of the richest families in the world.

Craig works with individuals, families, and business owners to create thoughtful, long-term strategies for tax consulting and estate planning. He specializes in tax-advantaged investment analysis to provide the highest possible after-tax returns.