About Roger Graham

As the founder and CEO of Braintrust Capital, Roger Graham leverages over 25 years of experience as a financial advisor to provide his clients with personalized financial advisory services. Braintrust Capital specializes in financial planning, portfolio management, and estate planning for a diverse clientele, including individuals and institutions. Throughout his career, Roger Graham has held various roles, from portfolio management to economic development consulting, making him a well-rounded expert in the financial industry.

At Braintrust Capital, Mr. Graham delivers comprehensive wealth management services such as retirement planning, business succession planning, and investment policy development. Previously, he held senior positions at UBS and Morgan Stanley, where he honed his skills in strategic asset management and financial planning.

In addition to his professional achievements, Mr. Graham contributes to community service initiatives. For example, he served on the boards of the Keystone School, City Year San Antonio, and the Episcopal Diocese of West Texas. His educational background includes a JD from the University of Michigan School of Law, supplemented by executive education at Yale and the University of Chicago.