Chris Graf

Chris shares our Firm’s deep commitment to putting client needs first with thoughtful and innovative approaches. Raised in Texas, he has spent his career based in Houston. He joined us from Mercer Advisors, where he led business development across Texas. He joined Mercer through its 2016 acquisition of Kanaly Trust, where he served as Vice President, Business Development for 5 years. Prior to Kanaly Trust, Chris served as a private client advisor at Bernstein Global Wealth Management. He began his wealth management career in 1999 at CIBC Oppenheimer. Chris’s clients are largely high-net-worth families, with relationships that span personal capital as well as trusts, estates, family partnerships, foundations, and endowments. He specializes in delivering sophisticated, comprehensive wealth management solutions. Chris graduated from the University of Texas at Austin with a degree in Economics and holds the FINRA Series 65 License. He serves on the board of West University Little League and of HeartGift Houston. He also serves on the Investment Committee of the University of St. Thomas. Chris and his wife, Kathleen, are raising their three sons in Houston, TX.