President and CEO
2012 – Present
Opes Capitalis is a global investment strategy firm located in Washington, DC. Opes Capitalis focuses on developing business strategies to strengthen investment portfolios, increase brand awareness, and expand market reach. Combining elements of decision modeling with quantitative analysis, Opes Capitalis has helped several firms find new opportunities in the capital markets that have translated into high-revenue portfolios. Due to our holistic approach to business strategy and development, our experience includes consulting across different fields including: biotechnology startups, consumer goods producers, healthcare incubators, mission-focused hedge funds, security contractors, non-profit healthcare professional associations, financial publishers, and new media enterprises among others. In addition, Opes Capitalis provides consulting to entrepreneurs looking to capitalize their ideas or transitioning their business from a start-up to a growth-stage.
PHOENIX CAPITAL RESEARCH
Partner and Strategic Consultant
2012 – Present
As partner, Graham oversees and monitors the firm’s strategy and market research. As strategic consultant, Graham is guiding the firm’s transition and global expansion via capital investment and the establishment of corporate partnerships outside of the United States.
Founder, President & Chief Market Strategist
2009 – 2012
Founded, launched and managed a financial research firm based in Charlottesville, VA. As President, oversaw all of firm’s day-to-day operations (publishing schedules, marketing campaigns, and client fulfillment). As Chief Market Strategist, directed the firm’s macro and value-based investment focus while providing tailored investment strategies to firm’s retail, corporate, public sector, and institutional clientele.
GPS CAPITAL RESEARCH
Founder, President & CEO
2008 – 2009
Founded and launched a boutique financial research firm based in Baltimore, MD. As Founder, raised venture capital, designed and developed firm’s customer acquisition and client management system in collaboration with IT team, and implemented financial solutions for firm’s clientele. As President managed firm’s operations team, oversaw customer fulfillment, and represented firm in radio/television appearances.
Within one year of operation the firm acquired 3,000 high net-worth private wealth clients including executives from Ravenswood Vineyards, SRA International, Homebuilders Analytics, Elite Entertainment, SVM-NY. Within this same year, the firm expanded employee team 600%, and was sold to a larger competitor.
STANSBERRY & ASSOCIATES INVESTMENT RESEARCH
2003 – 2008
Youngest Senior Analyst in the history of the firm. Performed securities analysis to offer financial solutions to the firm’s Private Wealth clientele. Investment focus included distressed securities, macro-theme based investing, and options trading. Introduced emerging market coverage to the firm’s offerings in 2006, opening several markets in the process.