Graham is a CERTIFIED FINANCIAL PLANNER™. He will focus on expanding our current financial planning capabilities to help our clients achieve their goals and dreams.
Since graduating in 2011, Magna Cum Laude from Saint Michael’s College in Vermont, Graham has held roles as accountant, investment analyst, portfolio manager, and assistant financial planner at Voigt Capital Management. He has served high net worth individuals, family offices, and institutional investors.
He found his way to us due to his passion for helping clients be prepared for life’s curve balls and our mutual commitment to CANI–constant and never-ending improvement. We feel lucky to have him on our team.
A few fun facts about Graham:
- growing up as one of the youngest of seven children, he quickly learned the importance of being prepared for the unexpected and planning ahead, especially when it came to food.
- he and his wife, Meg, love a good BBQ with friends and walking their golden retriever, Bruce Wayne. Yes, named after Batman.
- a bit of a daredevil skier in his youth hitting 80 ft. jumps. He’ll tell you about it over a good VT craft beer.
- a native Vermonter who understands the importance of snow tires in the winter and soaking up the summer sun.
- he is an avid golfer and strives to perfect his fly-fishing roll cast.
- speed reading is his superpower, allowing him to read three to four books a month from classics to psychology, and anything related to personal development. His passion for learning likely stems from his years of being home-schooled.
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WH Cornerstone Investments Inc.
A Massachusetts Corporation
P.O. Box 207
Duxbury, MA 02331
Office location: by appointment
13 Tremont Street
Kingston, MA
Ph: 888.797.9009 (toll free)
Fax: 781.285.3089
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W.H. Cornerstone Investments Inc. (“WH Cornerstone”) is registered as an Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WH Cornerstone in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WH Cornerstone, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
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