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Craig Pearson · Charlotte Metro.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Craig Pearson is co-founder and Chief Executive Officer of Private Wealth Systems. His published interviews describe a focus on giving wealthy individuals and their advisers clearer visibility into complex investments and financial arrangements. That perspective informs the company's reporting platform and its emphasis on information that wealth owners can use directly in managing their financial affairs.
Experience
Chief Executive OfficerCurrent
Private Wealth Systems · Charlotte, North Carolina Area
Dec 2014 – Present
Private Wealth Systems is the industry-defining global financial technology company that is revolutionizing the way private wealth is managed. Founded by pioneers of the consolidated investment reporting industry, Private Wealth Systems provides a total wealth dashboard with transaction-level-transparency so ultra high net worth investors and their advisors have instant access, understanding, and oversight over the drivers of risk, return, income and expense regardless of investment instrument or ownership structures. The Company’s unique multi-asset, multi-bank, multi-currency performance reporting platform provides account aggregation, data normalization, performance calculation and client reporting that elevates and differentiates the investor-advisor relationship. A simple touch on your mobile device and you have absolute unprecedented control and oversight over your entire wealth with reporting that is as personalized as you are. The company currently serves family offices across 5 continents, and remains committed to solving the 3 core challenges that have plagued the industry; data capture, data processing, and data presentation. https://privatewealthsystems.com
President
WealthTouch, Inc. · Greater Denver Area
Sep 2013 – Dec 2014
Over the 14-month period as president of WealthTouch, Craig restructured, recapitalized, and sold WealthTouch to form the largest provider of portfolio accounting services to single family offices. Under Craig Pearson's leadership WealthTouch has become the largest and fastest growing provider of multi-asset, multi-custodial consolidated wealth reporting globally. Several hundred of the most complex family offices across 7 countries, and 5 of the top 7 global private banks rely on WealthTouch's consolidated investment reporting for better decision making.
Education
- Bentley University - McCallum Graduate School of Business — Masters in Finance, Finance · 1996 – 1998
- Bentley University — BS, Finance · 1989 – 1992
Skills
StrategyFinancial ServicesPortfolio ManagementStart-upsInvestmentsAsset ManagementWealth ManagementEquitiesMergers & AcquisitionsBusiness StrategyHedge FundsEntrepreneurshipAlternative InvestmentsTradingFixed IncomeSecuritiesBankingPrivate EquityVenture CapitalPrivate BankingInternational SalesSoftware IndustrySales ProcessConsultative SellingDirect SalesSaaSTrading SystemsManagementLeadershipExecutive ManagementNegotiationTeam LeadershipStrategic LeadershipFinancial TechnologyManaging AccountsSMAStart-up VenturesRIAsTurn Around ManagementEmerging Technologies