Graham comes to CAPTRUST with more than 25 years of experience designing, implementing and managing investment strategies for corporate retirement plans, endowments and foundations, as well as high-net-worth individuals. He most recently worked at Clearbrook Investment Consulting in Stamford, Connecticut.
The opening of the Greenwich office, CAPTRUST’s second new branch this year, follows the acquisition of Cambridge Financial Services and hiring of financial adviser and Senior Vice President Ernest Liebre.
“Bringing the industry’s best talent to the firm will help us grow in key retirement markets,” said J. Fielding Miller, CAPTRUST co-founder and CEO.
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