Gerald J. Graves
Gerald Graves is a Founding Partner and President of Filigree Advisors.
Gerald's career in financial services has spanned 24 years. Prior to co-founding Filigree Advisors, Graves was President of M Financial Wealth Management, where he led the design, development, and implementation of the firm's wealth management business. Before joining M Wealth, Graves was executive director and a managing partner of LEAP Partners, LLC, in San Francisco, CA. Prior to that, Graves held a variety of senior leadership positions over the 15 years he spent at Charles Schwab & Co., Inc., including chief operating officer of Schwab Institutional's Services for Investment Managers.
Gerald earned a Bachelor of Science in Economics from the University of Oregon. Gerald lives in Lake Oswego, OR with his wife, son and daughter.