Roger Graham Financial Advisor by Roger Graham https://padlet.com/rogergrahamtx/37tikoyb29xda7b1 en-us 2024-05-27 08:02:04 UTC 2025-03-03 06:03:19 UTC hello@padlet.com Experienced Wealth Management Firm Leader Roger Graham rogergrahamtx https://padlet.com/rogergrahamtx/37tikoyb29xda7b1/wish/3008491926 Experienced financial advisor Roger Graham has driven activities at Braintrust Capital, LLC, since establishing the San Antonio-based registered investment advisor in 2022. He provides clients with a diversity of wealth management services in this position, from estate planning to tax support. He has over 25 years of experience as a financial advisor and similar roles. Roger Graham has also worked in roles such as economic development consultant and private investment management portfolio manager, in addition to leading major financial institutions in positions such as vice president and senior vice president.

Roger Graham has received certificates in investment management and private wealth planning from the University of Chicago and the Yale School of Management, respectively. He holds a bachelor of science in economics from Santa Clara University and a juris doctor from the University of Michigan.

His interests include hiking and playing golf. He is a member of numerous committees and boards, including the Diocese of West Texas executive board and the City Year San Antonio board of directors, to name only a few.

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