Chris Graham

Chris Graham is a seasoned professional with over 15 years of diverse investment experience gained in the institutional division of prominent Wall Street firms.

With a strong background collaborating with Investment Banking, Research Analysts, Trading, and Syndicate, Chris now channels this expertise to assist private clients with a Family Office approach in managing personal wealth.

Offering a comprehensive array of services such as Financial Planning, Portfolio Management, and advanced investment advice, Chris focuses on preserving and safeguarding wealth for families and business owners.

His investment approach involves a quantitative, global-macro framework combined with fundamental analysis to deliver risk-adjusted returns across various asset classes like equity, fixed income, commodities, and alternative investments.

Specializing in areas like Estate and Financial Planning Strategies, Risk Management, Retirement Planning, and Philanthropic Planning, Chris provides tailored solutions to meet the diverse needs of his clients.

Chris Graham obtained his BS from the William F. Harrah College of Hotel Administration at the University of Nevada-Las Vegas, with additional studies in Hotel Management at Ecole Hôtelière de Lausanne and Food Service Management at the University of New Hampshire.

He also pursued education at Westminster School in Simsbury, CT, to further enrich his academic background.

Throughout his career, Chris held various key positions at renowned financial institutions including Morgan Stanley, Baird & Co., J.P. Morgan, Citi Global Capital Markets, and Citigroup Smith Barney, showcasing his extensive expertise and leadership in the financial sector.

With a track record of roles such as Senior Vice President, Portfolio Manager, Managing Director, and Executive Director, Chris has demonstrated a deep understanding of financial markets and a dedication to delivering high-quality financial solutions to his clients.

His experience also extends to roles in companies such as Shepard & Graham, Fischer & Company, and Cushman & Wakefiled Inc., where he honed his skills in portfolio management, financial planning, and investment strategies.

Chris Graham's broad spectrum of experience and qualifications makes him a valuable resource for individuals seeking expert advice on wealth management and investment strategies.