James Graves Email & Phone Number
Managing Director
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James Graves Location
- Philadelphia, PA, US
James Graves Work
- Managing Director @ Joppa Mill Advisors Ltd. (March 2020 - Present)
- Financial Advisor @ (March 2016 - March 2020)
- Director, Business Development @ Turner Investments, L.P. (July 2014 - October 2015)
- Investment Banker @ Whitford Advisory Services, LLC (April 2013 - July 2014)
- Senior Vice President @ AlphaHedge Capital Partners, LLC (April 2012 - January 2013)
- Director of Investor Relations @ Benchmark Plus (March 2009 - March 2012)
- Executive Director-Portfolio Specialist @ Morgan Stanley A I P (March 2004 - March 2008)
James Graves Education
- New York University Stern School of Business
Masters of Business Administration (MBA, Finance, General)
1981-1984 - Trinity College-Hartford
Bachelor of Arts - BA (English and Political Science)
1973-1977 - Wilmington Friends School 1973-1973
James Graves Skills
- Financial Advisory
- Investment Consulting
- Transition Planning
- Behavioral Finance
- Client Relationships
- Estate and Retirement Planning Services
- Goals Based investment strategies
- Investment Advice
- Retirement Planning - Personal and Institutional
- Retirement Plans for Business
- Business Analysis
- Hedge Funds
- Asset Management
- Financial Services
- Investments
- Product Development
- Asset Allocation
- Private Equity
- New Business Development
- Fixed Income
- Fund of Funds
- Investor Relations
- Credit
- Equities
- Client Service
- Alternative Investments
- Customized Wealth Strategies
- Microsoft Office
James Graves Summary
- James Graves, based in Philadelphia, PA, US, is currently a Managing Director at Joppa Mill Advisors Ltd.. James Graves brings experience from previous roles at Merrill Lynch Wealth Management, Turner Investments, L.P., Whitford Advisory Services, LLC and AlphaHedge Capital Partners, LLC. James Graves holds a 1981 - 1984 Masters of Business Administration in MBA, Finance, General @ New York University Stern School of Business. With a robust skill set that includes Financial Advisory, Investment Consulting, Transition Planning, Behavioral Finance, Client Relationships and more. James Graves has 2 emails and 5 mobile phone numbers on RocketReach.
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