Chris Graf Email & Phone Number

Managing Director and Private Wealth Advisor @ KDK Private Wealth Management

5 free lookup(s).

Chris Graf Location

Houston, TX, US

Chris Graf Work

2021 - now Managing Director and Private Wealth Advisor @ KDK Private Wealth Management
2013 - 2021 Regional Vice President @ Mercer Advisors
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2013 - 2021 Vice President @ Mercer Advisors

2003 - 2013 Vice President, Private Client Advisor @ Bernstein Private Wealth Management
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2001 - 2003 Natural Gas Marketer and Account Manager @ Texex Energy Partners, L.P
1999 - 2001 Registered Client Analyst @ CIBC Oppenheimer

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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

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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 3 emails and 6 mobile phone numbers on RocketReach.

Chris Graf Emails

Found 3 emails

Chris Graf Phone Numbers

Found 6 phone numbers

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Top KDK Private Wealth Management Employees

Kamden Kanaly

Chairman at KDK Private Wealth Management

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