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Craig T. Schorr, CFA, CAIA, CFP
Managing Director, Insurance Asset Management | Bayview Asset Management | Scouts BSA | Former US Navy Submarine Officer
Craig T. Schorr is a seasoned financial professional currently serving as the Managing Director at Bayview Asset Management, LLC, specifically within its newly established Insurance Asset Management division. His appointment was announced on May 21, 2024, and he is responsible for leveraging the firm's capabilities to support the insurance and reinsurance sectors.12
Professional Background
Before joining Bayview, Schorr accumulated over 20 years of experience at AllianceBernstein (AB), where he held various leadership roles, including Head of US Insurance Clients and Global Insurance Practice Leader. His extensive background also includes positions at the Boston Consulting Group and AlixPartners, where he worked in multiple global locations.23
Schorr is a veteran of the US Navy, having served as a submarine officer and retiring as a Captain from the Navy Reserve. He is recognized as a decorated combat veteran.2
Education and Certifications
Schorr holds a Bachelor of Science in Economics (Finance) and a Bachelor of Science in Systems Science and Engineering, both earned summa cum laude from the University of Pennsylvania's M&T program. Additionally, he obtained an MBA from the Stanford Graduate School of Business, where he was an Arjay Miller scholar. He is a CFA charterholder, a Chartered Alternative Investment Analyst (CAIA), and a Certified Financial Planner (CFP) professional.23
Role at Bayview Asset Management
In his current role, Schorr aims to enhance Bayview's offerings in the insurance sector by focusing on product structuring, portfolio management, and analytics/reporting. He emphasizes the firm's unique position to meet the evolving needs of insurers, particularly in the areas of residential and consumer credit markets.12
Highlights
For the last 20 years at AllianceBernstein, I have had the honor and privilege to work alongside many talented colleagues to serve our clients. From my start as a buy-side Value analyst, focus on retail partnerships, and most recently working with institutional and insurance clients, it was a fantastic experience. Indicative of the AB culture was the firm’s support to me and our family during my military mobilization to the Horn of Africa. I’m especially proud of the last several years as the head of AB’s North American General Account insurance efforts and our work to accelerate the build out of AB’s global insurance team. A warm thank you to my former colleagues for your friendship, partnership, coaching, and support. #gratitude
With that, I’m excited to announce my new role as Managing Director at Bayview Asset Management's recently formed Insurance Asset Management division! With Bayview's rich history, depth, and expertise in mortgage and consumer credit, I'm thrilled to partner with Nancy Mueller Handal, CFA Alex Latella, Benjamin Ertel and the entire team to help lead our efforts in serving insurers' evolving needs. Looking forward to collaborating and building out the talented Bayview team and especially to serving our insurance partners. #insurance #nextchapter
This week, AllianceBernstein was awarded Alternatives Manager of the Year at the 2023 Insurance Asset Risk Americas Awards. These awards formally recognize leaders in insurance asset management in the North American market. Professional investors only. To learn more, please visit:
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Mesh works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Mesh offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Mesh is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Mesh offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Mesh offers a Pro Plan ($10 when billed annually) with unlimited contacts. Mesh for Teams starts at $49/month/seat. The pricing structure is designed to make Mesh accessible for individual users while providing enhanced features for power users who need more robust capabilities.
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Mesh is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Mesh stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Mesh excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Mesh is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Mesh offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Mesh's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Mesh has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Mesh is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Mesh beneficial.
Mesh offers competitive pricing in the personal CRM market. Mesh offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Mesh's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Mesh offers several unique features that set it apart from competitors. Mesh focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Mesh also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Mesh offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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