Richard Graf

About Richard Graf

Dick Graf has been involved in the investment management industry since 1981. In 2009, he retired as CEO of Marco Consulting Group where he was responsible for the overall management of the consulting practice. Prior to that he was a Partner, Director with (West LB Asset Management) Criterion Investment Management Company,(Nicholas/Applegate) and Senior Consultant with SEI Funds Evaluation Group (AG Becker) as manager of the Southern region with responsibility for all consulting activities and personnel in the region. In addition, Dick served on the Board of Directors of AIMSE from 1993 to 2002, and served as President from to 2001. In 2005, Dick received AIMSE’s Lothrop Award for Outstanding Achievements in the Institutional Asset Management business. A graduate of the US Military Academy at West Point, from 2007 to 2010 Dick served as the Vice Chairman of the Board of Directors of the West Point Association of Graduates, WPAOG. He also served 6 years as the chairman of the WPAOG investment committee. Dick earned an MBA in Finance from the University of St. Thomas and currently sits on the President’s Advisory Board and Investment Committee at the University of St. Thomas.

Experience

1. Managing Partner

   Corinthian Cove Advisors

   Aug 2010 — Present

   Corinthian Cove Consulting provides “Strategic and Tactical” consulting to the financial services industry with a focus on institutional investment management companies.Founded in 2005, the firm employs a unique combination of theoretical consulting and analysis, with the actual implementation of recommended solutions and training. Corinthian Cove focuses on identifying the value propositions in the areas of best business practice, marketplace viability, distribution, marketing messaging/presentations, operations, risk, compliance, presentation skills training and employee development.Corinthian Cove Consulting also partners and utilizes a consortium of identified outside proven leaders within their specific areas of expertise in the financial services industry to assist in project work.

Education

• United States Military Academy at West Point

  BS

  1967 — 1971

• University of St. Thomas (TX)

  MBA

  1979 — 1982

Skills

• Commodity
• Series 63
• Real Estate
• Wealth Management
• Fixed Income
• Securities
• Valuation
• Mergers & Acquisitions
• Leadership Development
• Investor Relations
• Institutional Investments
• Executive Management
• Negotiation
• Pension Funds
• Team Leadership
• Angel Investing
• Asset Management
• Bloomberg
• Due Diligence
• Strategic Planning
• Bonds
• Analysis
• Strategic Financial Planning
• Hedge Funds
• Corporate Development
• Investment Strategies
• Alternative Investments
• Private Equity
• Management Consulting
• Corporate Finance
• Project Management
• Asset Allocation
• Risk Management
• Emerging Markets
• Financial Analysis
• Investment Management
• Financial Markets
• Pensions
• Financial Modeling
• Equities