Roger Graham is a financial advisor with over 30 years of experience. As a financial advisor, Roger Graham has served in diverse roles, including portfolio manager, private equity asset manager, and management consultant. He is the founder, CEO, and chief investment officer of Braintrust Capital, a registered investment advisory firm based in San Antonio, Texas.
At Braintrust Capital, Roger Graham leads a team of professionals that delivers comprehensive wealth management services. These services include estate planning, retirement and college planning, business succession strategies, and advanced portfolio management across multiple asset classes.
Before founding Braintrust Capital, Mr. Graham held senior roles at leading global financial institutions. He was a senior vice president and portfolio manager at Wells Fargo Advisors. Before that role, he served as vice president and portfolio manager at UBS Financial Services.
Additionally, he served as an economic development consultant for the City of Tacoma. In this role, he co-authored a strategic plan and market feasibility study aimed at revitalizing distressed urban neighborhoods through real estate and community development.