James R. Graham
For more than 30 years, Mr. Graham has counseled clients on all aspects of wealth management, including advising families who desire to prepare subsequent generations to be responsible stewards of wealth. He has an extensive background in the areas of investment planning and management, estate planning and income tax planning. His clients have included successful entrepreneurs, senior executives, entertainers, professional athletes and beneficiaries.
Prior to his founding Greenberg|Graham Advisors LLC in 2003, he held senior positions with some the country’s most respected financial services firms, including Director and Senior Client Advisor with Loring Ward Capital Management Inc. in Los Angeles, California; Director of Investments at myCFO, Inc.; and Southwestern US Regional Director at Deloitte & Touche Investment Advisors LLC.
Mr. Graham received his bachelor degree in finance from Brigham Young University and has completed extensive post-graduate coursework in his professional field. He and his wife are active in their church and community supporting organizations that protect the interests and well being of children of all ages, and organizations who provide services to US military veterans and their families.