Gerald Graves
Co -Managing Partner
Gerald Graves is a founding partner of Filigree Wealth Advisors and is responsible for the day-to-day management of the firm. In addition to managing client relationships, Gerald is a member of the firm’s Executive and Investment Committees.
Prior to founding Filigree Wealth Advisors, Gerald held numerous leadership roles in the industry, including management of several Registered Investment Advisory firms, regional leadership at a Private Bank and Trust Company, and executive management at Charles Schwab & Company. Gerald and his longtime business partner Chris, co-founded Filigree Wealth Advisors under the belief that the best environment to serve private client’s wealth needs is from a truly independent, conflict free, privately owned and fiercely fiduciary firm.
A native Oregonian, Gerald attended the University of Oregon, where he received a B.S. in Economics. Gerald enjoys spending time with his family and the great outdoors, especially being around water.