Senior Leader with 37 years experience for two of the largest Global Banks. Focused on Wealth Management and Institutional Advisory businesses, Founder of. Successful RIA with 14 locations . Assisted in co-writing the Graduate program for Wealth Management for a major Chicago University. Articles written include, Building a Winning Culture, Planning for success, Back to Basics, Professional Ethics , Building a Professional Practice. Former Managing Director for the Midwest overseeing 30 branch offices with +900 Financial Advisors and $80 Billion of client assets. Active with or formerly on boards of Archdiocese of Chicago ,Vice Chair of the Joffrey Ballet, Chairman of the Advisory Board for the Chicago Police Memorial Foundation, Gateway for Cancer research , graduate school of business for DePaul University , finance council for St Michaels Church, Graduate of St Johns University in New York , with a BS in Marketing
I have 4 children with 6 grandchildren and currently live in Chicago
LinkedIn : Bob Graham
SER Voting Member
Curriculum Vitae