Graham is our new Research and Data Analyst. He joined us as an intern in October 2016 and recently graduated from North Carolina State University. Graham’s responsibilities include improving our research processing, while vetting new and current funds for FSI client investments. He will also be developing new processes and improving current data operations dealing with investment management, including data reconciliation and trade verifications. Graham will also serve as a new primary contact for many of our clients, assisting with complex portfolio management.
Graham grew up in Southern Pines, NC and graduated from North Carolina State University with a degree in Business Administration concentration in Finance and a minor in Accounting in May 2017. In his free time, he plays co-ed volleyball and soccer.
919-851-8200 ext. 21