- Wealth Management Experience Since 1996William G. Graham is a Senior Managing Director and Wealth Manager at First Republic Investment Management. Mr. Graham joined First Republic in 2010 with more than 21 years of investment experience in the financial services industry. From 2008 to 2010, Mr. Graham was a Senior Vice President of Investments at UBS, where he focused his attention on developing asset allocation strategies and investment programs for high net worth clients. Prior to UBS, Mr. Graham was a Senior Vice President and Portfolio Manager at U.S. Trust Company Private Wealth Management from 2003 to 2008 and a Vice President and CFO of the private asset management division of State Street Global Advisors from 1997 to 2003. Mr. Graham began his career at Mellon Corporation as Assistant Vice President, Portfolio Manager in the lending division of The Boston Company.
- EducationMr. Graham earned a Bachelor of Science degree in business administration from Northeastern University prior to receiving his MBA from Babson College. He also is a graduate of the ABA National Trust School.
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