Graham B. Stanley, Senior Portfolio Manager Email & Phone Number

Graham is Senior Portfolio Manager at Stanley Asset Management with CG Wealth Management. Graham has been providing comprehensive wealth management solutions to affluent families, executives, and public and private foundations for over 25 years. As Senior Portfolio Manager of Stanley Asset Management, Graham guides investment strategy, focusing on evaluating market and economic trends, uncovering exclusive investment opportunities and mitigating risk. He also implements policies pertaining to market research, security selection and portfolio construction. Recognizing the importance of providing independent, unbiased views and advice to clients, Graham has worked hard over the years to develop a team of highly-skilled investment professionals to meet the diverse needs of the clients of Stanley Asset Management. He has also developed an extensive network of personal and professional contacts and he engages regularly with money managers, analysts and executives of public companies to identify investment opportunities for our private and institutional clients. Graham is committed to sharing his knowledge, resources, and expertise in a continual effort to provide value to clients. His forthright, tenacious attitude and high-level of knowledge of financial markets offer a distinct advantage. Over the years, Graham’s dynamic personality and commitment to clients has attracted many of BC’s most influential business leaders. With his extensive experience, his candid commentary is often requested by local and national news organizations. The Senior Portfolio Manager designation is selectively awarded to those who display the highest level of professional integrity and industry knowledge, expertise and experience.

Listed skills include Financial Analysis, Strategic Financial Planning, Investment Strategies, Wealth Management, and 46 others.

• 

  Dalhousie University

  Economics