A co-founder of Boston Capital Wealth Management, Graham has been a part of the financial services industry since 2004. He uses his experience and expertise to assist clients in their wealth management needs. Graham specializes in alternative investments, executive services and multigenerational planning, and works closely with families and individuals to develop custom financial plans designed to help grow and preserve wealth. He also has expertise in charitable giving and advises clients on various strategies, including donor advised funds and family foundations.
Graham is a Certified Private Wealth Advisor®, a designation earned from the University of Chicago Booth school of Business. As a CPWA, Graham completed coursework that focuses on the needs of high-net-worth individuals and the life cycle of wealth management. He is also currently enrolled in the rigorous Certified Investment Management AnalystSM program. CIMA® professionals apply state-of-the-art investment theory and integrate a complex body of investment knowledge systematically and ethically to assist clients in making prudent investment decisions.
Before joining Raymond James, Graham was a senior vice president at Morgan Stanley, where he was recognized as a member of the Century Club in 2014 and 2015.* He is also a member of the Downtown Boston Harvard Club as well as the Investment Management Consultants Association®. Graham earned a bachelor’s degree from Queen’s University in Kingston, Ontario.
Graham serves as a board member and former treasurer for Riverside Community Care. Originally from Ottawa, Ontario, he lives in downtown Boston.
* Morgan Stanley Wealth Management Century Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Club membership is no guarantee of future performance. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating. Raymond James is not affiliated with Morgan Stanley.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA" and "Certified Investment Management Analyst." Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's intiial and ongoing credentialing requirements for investment management professionals.
Investments & Wealth Institute ™ (The Institute) is the owner of the certification marks "CPWA" and "Certified Private Wealth Advisor." Use of the CPWA and/or Certified Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.