Brandon McGraw

About Brandon McGraw

With experience in both broker-dealer and fee-only investment structures, I have worked with clients from $1M to $20M AUM in services spanning wealth-building and asset protection. After early career experience with Morgan Stanley Smith Barney, I have worked for Resource Planning Group, Balentine, and Berman|Cresset. I have served as the main point of contact for multiple custodial relationships including Schwab, Fidelity, TD Ameritrade, and PAS.In the various operations roles I have held, I have been successful in transforming business processes and functions to solve complex business problems. Whether I am delegating or rolling up my sleeves, I make sure the job gets done. A sampling of my operational successes include: Improving the client experience and client service delivery Serving as team lead for Salesforce conversion and implementation Playing a key role in developing and rolling out corporate competency standards Developing and communicating work from home (WFH) and other COVID-related policies and procedures Designing an onboarding process that provided uniformity in the customer experienceOne of my superpowers is deeply listening to my employees. With a calming and composed energy, I am able to advocate for my team, explain the most complicated processes in an understandable manner, and achieve goals despite seemingly insurmountable challenges. As a result, I build teams that are respectful, show appreciation for one another and me, and have camaraderie. When I’m not hard at work, I’m a frequent and passionate traveler who has stood in two continents at the same time. So far, my highlight has been Mexico City. I don’t like to brag, but this outdoorsman can start a fire with a stick!

Experience

1. Director, Private Wealth Client Services (Operations Role)

   Cresset

   Sep 2022 — Present · Atlanta, GA, US

   Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the name of Cresset Sports & Entertainment, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.\"

Education

• Georgia Institute of Technology

  Bachelor of Science (B.S.), Economics and International Affairs

  2007 — 2012

Skills

• Data Analysis
• Sales
• Finance
• Event Planning
• Public Speaking
• Microsoft Word
• Investments
• Customer Service
• Social Media
• Management
• Leadership
• Marketing
• Strategy
• Powerpoint
• Business Development
• Strategic Planning