Delivering a range of independent wealth management solutions as a financial advisor, Roger Graham is the chief investment officer, CEO, and founder of Braintrust Capital, LLC. Taking a multi-asset approach to portfolio management, he delivers coordinated tax, retirement, estate, and college planning services. With experience in executive roles with UBS Financial Services and Morgan Stanley, Roger Graham is also conversant on succession planning and transferring wealth to the next generation.
Over his years as a financial advisor, Mr. Graham has published articles on allocation strategy, and he has been a contributing writer for Texas Eagle Ford Shale Magazine. Working for the Tacoma, Washington municipal government, he co-authored a feasibility study and strategic plan that looked into ways of revitalizing distressed neighborhoods via community organizations and real estate development.
Mr. Graham has demonstrated community commitment by contributing time, capital, and resources to several nonprofit causes. He has served as treasurer, board member, and chair of the Strategic Planning Task Force at St. Paul's Episcopal Montessori School. He has also had numerous leadership roles with the Diocese of West Texas and the Development Committee of Christian Unity Ministries.