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Chris Graham
Senior Vice President, Portfolio Manager, Financial Planning Specialist, Financial Advisor at Morgan Stanley
The Chris Graham you are referring to is associated with the LinkedIn profile chrismaxtonegraham
. Here are some key details about him:
Location
- Dallas, Texas, United States
Current Role
- Senior Vice President, Senior Portfolio Manager, Financial Advisor at Vail Capital Management, though he is currently associated with Morgan Stanley in a similar capacity.
Experience
- Morgan Stanley: July 2014 - Present. He provides a holistic, client-centric approach to managing wealth, optimizing portfolios with an emphasis on risk tolerance and tax awareness. He develops customized investment solutions based on individual goals and performance objectives.
- Baird & Co., Inc.: December 2010 - July 2014. He worked with business owners and families to provide an objective view on investing and helped clients make asset selections based on their long-term plans.
- J.P. Morgan: April 2009 - December 2010. He was involved in portfolio management and wealth advisory.
- Citi Global Capital Markets: July 2004 - April 2009. He managed investment teams in New York and Dallas, providing portfolio management and private wealth management services.
- Morgan Stanley, Inc.: April 2000 - June 2004. He provided comprehensive investment advice to large institutional clients.
- Citigroup Smith Barney: July 1994 - April 2000. He represented large US and global institutional mutual and hedge fund clients.
- Shepard & Graham, Inc: February 1990 - March 1994. He co-founded a commercial real estate brokerage and consulting firm.
- Fischer & Company: April 1986 - November 1989. He helped launch a start-up commercial real estate brokerage and consulting company.
- Cushman & Wakefield Inc.: March 1984 - March 1986. He was involved in commercial real estate brokerage and consulting.1
Education and Background
- He has over 15 years of diverse investment experience within the institutional equity sector and has worked with various financial institutions, managing significant portfolios and providing comprehensive financial planning services. However, specific educational details are not provided in the linked profile.