Craig A. Merkt, JD LLM

SVP Private Markets



Craig brings to the firm 20+ years of investment and legal experience. He recently joined CoastalOne and leads the firm’s due diligence efforts for alternative products & annuities.

His unique alternative investment experience comes from having worked for FactRight a leading third-party due diligence firm; being head of due diligence and business development for a product sponsor; and as general principal for a mid-size independent broker dealer with over 450 Financial Professionals and over $8B AUM.

Craig has a Juris Doctorate in Business Law, a Master’s degree in International Law, and Bachelor’s degree in Economics. He holds the following securities licenses: Series 6, 7, 22, 24 and 63; as well as the FL 2-15 Life, Health and Variable Annuity license. Craig works out of the Greater Tampa Florida area and enjoys hiking & climbing in Spain.