Chris Graf Email & Phone Number
Managing Director and Private Wealth Advisor @ KDK Private Wealth Management
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Chris Graf Location
- Houston, TX, US
Chris Graf Work
- 2021 -now Managing Director and Private Wealth Advisor @
- 2013 -2021 Regional Vice President @
- 2013 -2021 Vice President @
- 2003 -2013 Vice President, Private Client Advisor @
- 2001 -2003 Natural Gas Marketer and Account Manager @ Texex Energy Partners, L.P
- 1999 -2001 Registered Client Analyst @ CIBC Oppenheimer
Chris Graf Education
- The University of Texas at Austin
BA (Economics)
1994-1999 - The Kinkaid School 1994-1994
Chris Graf Skills
- Retirement Planning
- Estate Planning
- Asset Managment
- Asset Allocation
- Portfolio Management
- Investments
- Wealth Management
- Financial Modeling
- Private Equity
- Valuation
- Risk Management
- Financial Analysis
- Due Diligence
- Corporate Finance
- Series 7
- Equities
- Financial Advisory
- Wealth Management Services
- Mutual Funds
- Investment Management
- Asset Management
- New Business Development
- Team Building
- Banking
- Social Media
- Sales
- Energy
- Microsoft Office
- Marketing
- Customer Service
Chris Graf Summary
- Chris Graf, based in Houston, TX, US, is currently a Managing Director and Private Wealth Advisor at KDK Private Wealth Management. Chris Graf brings experience from previous roles at Mercer Advisors, Kanaly Trust, LTA, Bernstein Global Wealth Management and Texex Energy Partners, L.P. Chris Graf holds a 1994 - 1999 BA in Economics @ The University of Texas at Austin. With a robust skill set that includes Retirement Planning, Estate Planning, Asset Managment, Asset Allocation, Portfolio Management and more. Chris Graf has 2 emails and 6 mobile phone numbers on RocketReach.
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