James Graves Location
- Philadelphia, PA, US
James Graves Work
- 2020 - now Managing Director @ Joppa Mill Advisors Ltd.
- 2016 - 2020 Financial Advisor @
- 2014 - 2015 Director, Business Development @ Turner Investments, L.P.
- 2013 - 2014 Investment Banker @ Whitford Advisory Services, LLC
- 2012 - 2013 Senior Vice President @ AlphaHedge Capital Partners, LLC
- 2009 - 2012 Director of Investor Relations @ Benchmark Plus
- 2004 - 2008 Executive Director-Portfolio Specialist @ Morgan Stanley A I P
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
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, MBA in 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 4 emails and 5 mobile phone numbers on RocketReach.
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