Mr. Gould serves as Binah’s Chairman and Chief Executive Officer.
Craig has over 25 years in senior management roles in the financial services industry, including Chief Executive Officer, National Sales Manager and Head of Investment Banking. Mr. Gould started Cabot Lodge Securities as its President in 2012. Previously, he was the President of Fintegra, a Midwest broker/dealer. Prior to Fintegra, he was the National Sales Manager for Wunderlich Securities, and prior to that he was the Vice Chairman of Olympic Cascade Financial Corporation (an AMEX listed company).
Mr. Gould graduated with a B.A. from the University of Wisconsin-Madison.
David Shane has thirty plus years of experience in the financial services industry, including dealings with securities broker-dealers, registered investment advisors, asset management companies and alternative asset companies including private equity, venture capital and hedge funds.
David has extensive public accounting experience having served as an Audit Partner and Advisor to closely held and publicly held financial services companies. David’ public accounting career evolved from a client service partner into a management role and includes leading RSM’s Great Lakes Assurance Practice, leading the Great Lakes Market Growth initiative and ultimately serving as the Managing Partner of the Great Lakes Region. As Managing Partner, David had responsibility for all lines of business (assurance, tax and advisory) as well as internal business functions including finance, human resources, technology and marketing and business development.
In addition to David’s public accounting experience, he has served as the Chief Financial Officer for financial services companies and includes leading the mergers and acquisitions initiative and capital raising in both the public and private markets and transaction structuring. David’s technical skills and business acumen are complemented by an extensive network within the financial services industry.
David is a graduate of Indiana University with a degree in finance, a certified public accountant, and holds a Series 27 FINRA registration.
Mr. Marcus serves as Binah’s Chief Business Development and Engagement Officer.
A recognized connector in the wealth management industry, Mr. Marcus has over two decades of experience leading strategy and client engagement across respected firms such as United Capital, RBC Advisor Services, and MarketCounsel Consulting. He has driven growth by aligning people, ideas, and opportunities, with a focus on enhancing client experience and deepening relationships. Known for building trust and offering strategic insight, Mr. Marcus has shared his perspective through industry panels and publications. His work continues to shape how firms think about client service, business development, and scalable infrastructure in an evolving regulatory and competitive landscape.