Chris Graf
Managing Director & Private Wealth Advisor at KDK Private Wealth Management
- Role
- Managing Director & Private Wealth Advisor at Kdk Private Wealth Management
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Chris Graf
As an advisor who focuses on providing sophisticated, comprehensive wealth management solutions to high-net-worth families, Chris puts client needs first. He seeks to deliver innovative and holistic thinking, often working across relationships that span personal capital as well as trusts, estates, family partnerships, foundations, and endowments.
Experience
Managing Director & Private Wealth Advisor
Apr 2021 — Present · Houston, TX, US
Education
The University of Texas at Austin
BA, Economics
1994 — 1999
Skills
- Investment Management
- Wealth Management Services
- Portfolio Management
- Estate Planning
- Retirement Planning
- Investments
- Asset Management
- Financial Analysis
- Financial Advisory
- Corporate Finance
- Valuation
- Equities
- Due Diligence
- Series 7
- Asset Managment
- New Business Development
- Private Equity
- Wealth Management
- Asset Allocation
- Mutual Funds
- Risk Management
- Financial Modeling
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