Gerald Graves Email & Phone Number
Managing Partner @ Filigree Wealth Advisors
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Gerald Graves Location
- Irvine, CA, US
Gerald Graves Work
- 2022 -now Managing Partner @
- 2019 -2022 Managing Partner @
- 2016 -2019 Executive Managing Director @
- 2008 -2016 President @ Filigree Advisors
- 2004 -2007 President @ M Financial Wealth Management
- 1989 -2003 Senior Vice President @
Gerald Graves Education
- University of Oregon
BS (Economics)
1980-1984
Gerald Graves Skills
- Wealth Management
- Investments
- Investment Advisory
- Asset Managment
- Asset Allocation
- Investment Strategies
- Portfolio Management
- Financial Advisory
- Mutual Funds
- Asset Management
- Wealth
- Finance
- Due Diligence
- Investment Management
- Personal Finance
- Wealth Management Services
- Retirement Planning
- ETFs
- Microsoft Office
- Financial Analysis
- Banking
- Strategic Planning
- Process Improvement
Gerald Graves Summary
- Gerald Graves, based in Irvine, CA, US, is currently a Managing Partner at Filigree Wealth Advisors. Gerald Graves brings experience from previous roles at Congress Wealth Management, LLC, Boston Private Wealth, Filigree Advisors and M Financial Wealth Management. Gerald Graves holds a 1980 - 1984 BS in Economics @ University of Oregon. With a robust skill set that includes Wealth Management, Investments, Investment Advisory, Asset Managment, Asset Allocation and more. Gerald Graves has 2 emails and 1 mobile phone numbers on RocketReach.
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