Interests: Tennis @ YLCC and Palisades - Surfing with Jake - Admiration of all Megan does. Husband-of-one, father-of-two, jack-of-many, master-of-none. Other Interests: Real estate investing - political landscape. Work: Prior to joining the Lincoln Partners, Attorney Craig Young served as the Senior Wealth Advisor for the Orange County Private Bank, the exclusive high net worth division of Union Bank. His responsibilities provided comprehensive wealth management solutions. In this role, Craig advised clients regarding their wide-ranging financial needs and investment strategies. As an attorney and registered investment advisor, he brought significant expertise in the investment, estate planning and business succession arenas. Before Union Bank, Craig was president of Vanguard University Foundation, where he managed the overall operations of the foundation and oversaw fund development. He began his law practice over 20 years ago as a sole practitioner and as general counsel to C&I Properties, a commercial real estate company. Later he joined United Western Medical Center where he served as Chief Financial Officer to its foundation responsible for assisting donating families with their estate and charitable financial plans. He also provided consultative financial and estate planning representation at Mass Mutual Financial Services, serving as president of its Family Business Partners, California operation. MEMBERSHIPS / ADMISSIONS California Department of Insurance – Licensed Life and Health California Department of Real Estate – Expired license California State Bar – Member FINRA – Licensed Series 7 and 66 COMMUNITY AFFILIATIONS Lincoln Club of Orange County – Member Palisades Tennis Club, Newport Beach – Member Richfield Community Church – Past Member of the Board, Elder and Treasurer St. Joseph Hospital Leadership Council, Advisory Board Member Vanguard University Foundation, Past President and Advisory Board Member WestMed Health Foundation, Past Officer and Advisory Board Member Yorba Linda Country Club – Board Member
