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Craig S. Hurwitz, CFA

Craig S. Hurwitz, CFA

Craig Hurwitz is a Bates Consulting Expert and Executive-in-Residence at Duke University where he teaches in the Fintech Master of Engineering program. His courses include Financial Institutions Products and Services, which creates a practical front-to-back picture of all aspects of the Financial Services industry. In addition, Mr. Hurwitz teaches, or has taught, Emerging Trends in Fintech, the Master of Engineering Internship/Project Assessment, and the Fintech Capstone. As an Executive-in-Residence, Mr. Hurwitz also works with Duke Career Services where he is a very busy career mentor. 

In addition to his work at Duke University, Mr. Hurwitz consuts to several large Financial Services companies. His consulting practice has most typically focused on Broker-Dealers within large banks on matters pertaining to regulatory remediation. Mr. Hurwitz has served as a Senior Advisor to the Monitor for a top-5 global bank under a Department of Justice Deferred Prosecution Agreement. Mr. Hurwitz also recently guided a top five broker-dealer through a complicated SEC cease and desist order. While at PwC, he consulted with some of the world's largest financial services organizations in the areas of Risk, Regulatory, Fraud, Trading Controls, Technology, Fiduciary and Trust, and Front/Middle/Back-office operations. He was viewed as one of the key thought leaders in the PwC Wealth and Asset Management Advisory practice. Mr. Hurwitz has managed institutional client portfolios and relationships totaling over $1.5 billion. Mr. Hurwitz’s extensive trading experience includes having worked on the floor of the New York Stock Exchange. He has led teams as large as 150 people in size. 

Craig S. is a consultant and subject matter expert in these Practice Areas and Services:



Bates Group LLC, Consulting Expert, 2018 - Present
Duke University, Executive-in-Residence, Durham, NC, 2021 – Present 
Portus Consulting, LLC, Principal Consultant, Morrisville, NC, 2015 – Present 
Pricewaterhousecoopers, Director, Cincinnati, OH, 2010 –2015 
Portus Advisors, LLC, Managing Principal, Cincinnati, OH, 2008 –2010 
National City Bank, Senior Vice President, Market Executive, Cincinnati, OH, 2007 –2008 
Merrill Lynch Investment Managers / Blackrock, Senior Portfolio Manager, Cincinnati, OH, 2005 –2007 
Fifth Third Bank / Fifth Third Asset Management, Senior Portfolio Manager, Unit Leader, Cincinnati, OH, 1996 – 2005 


Master of Business Administration (MBA), Marketing, Indiana University – Kelley School of Business, Bloomington, IN
Bachelor of Arts (BA), Economics, Ohio Wesleyan University, Delaware, OH


Chartered Financial Analysts (CFA) 


The Children's Theatre of Cincinnati, Cincinnati, OH, 1998 – 2019; Past President, 2015 – 2017; President, Board of Trustees, 2011 – 2015; Vice President, Chairman of Finance and Investment Committee, 1998 – 2010; Chairman, Strategic Planning and Business Succession Committee, 2009 –2011; Chairman, Investment Committee, 2015 – 2019; Executive Committee, 2001 – 2016