Team BLX
Craig Underwood
Princeton University - BA in Politics, 1986
Series 50 Municipal Advisor Rep (2017 to Present)
Series 63 Investment Advisor Rep (1993 to Feb. 2020)
Series 65 Investment Advisor Rep (2000 to Feb. 2020)
Craig Underwood serves as President and Chief Executive Officer of BLX and is responsible for its overall management and strategic planning.
Craig joined BLX’s predecessor organization, the Financial Services Group (FSG) of Orrick, in 1989. From 1989 through 1993, he was responsible for managing FSG’s analyst staff and for the production of all technical analyses.
Craig assumed chief executive responsibility for FSG in 1998. Since 1998, he has continued to head FSG/BLX’s expansion. Under Craig’s leadership, BLX expanded its scope of services to include investment bidding, debt and derivative advisory, continuing disclosure, and program administration for complex securitizations. In addition to his chief executive responsibilities, Craig heads BLX’s advisory services practice, overseeing the firm’s debt and derivative practices.
Craig is a co-author of the California Debt and Investment Advisory Commission’s Debt Issuance Primer.