Managing Partner, Financial Advisor, CFP®, CIMA®, CMFC®
Graham is EPM's Chief Investment Officer, spending a large portion of his time researching and formulating investment strategies to better suit the needs of our clients. He is the lead speaker for client and business education, utilizing the extensive knowledge he’s gained over the past 18+ years within the hedge fund, brokerage and mutual fund industries.
After receiving his Finance degree from Iowa State and obtaining his investment licenses, Graham went to work as an investment buyer for a New York City based hedge fund. He spent three years between 2005-2016 as the Director of Investment Sales for a large broker dealer’s East Coast Division, and in 2010 became the Regional Vice President of their mutual fund distribution arm. He spent more than a decade traveling to educate advisors and clients on topics related to: global markets, economies, investment selection, asset allocation, and planning.
Graham is a Certified Financial Planning™ Professional, completing his education portion at Duke. Additionally, he holds a Certified Investment Management Analyst designation, CIMA®, with the educational component completed through MIT. He is a Chartered Mutual Fund Counselor, CMFC®.
Graham married his high school sweetheart, Tricia, and they have three boys: Griffin, Owen and Brooks. They live in Lebanon, Tennessee and love spending their time together as a family and all things outdoors.