Chief Investment Officer
Personal Wealth Manager
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Thomas Graf Email & Phone Number
Chief Investment Officer
at
Personal Wealth Manager
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✓ Verified Jul 2026
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Profile completeness 100%
Current company
Role
Chief Investment Officer
Location
Charlotte, North Carolina, United States
Who is Thomas Graf? Overview
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Quick answer
Thomas Graf is listed as Chief Investment Officer at Personal Wealth Manager, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Thomas Graf.
Thomas Graf previously worked as Investment / Wealth Manager at Self Employed and Managing Director and Division Head, Asia-Pacific Division at Standish Mellon Asset Management Company. Thomas Graf holds Bachelor Of Science - Bs, Accounting from The University Of Akron.
Company email context
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Personal Wealth Manager
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Profile bio
About Thomas Graf
Highly driven senior investment manager with over 35 years of demonstrated success leveraging investment knowledge, management skills, and business development expertise to develop, commercialize, and manage institutional credit products in the global marketplace
Listed skills include Investments, Structured Products, Management, Fixed Income, and 25 others.
Current workplace
Thomas Graf's current company
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9 roles
Thomas Graf work experience
A career timeline built from the work history available for this profile.
Investment / Wealth Manager
Current
Jan 2016 - Present
Managing Director And Division Head, Asia-Pacific Division
Sep 2013 - Dec 2015
Managing Director And Head Of Institutional Securitized Strategies
May 2008 - Sep 2013
Founder And Cio
Jun 2006 - Mar 2008
Senior Vice President And Portfolio Manager, Special Situations
May 2005 - Apr 2006
Senior Vice President And Portfolio Manager, Balance Sheet Management Group
May 1994 - May 2005
Vice President, Balance Sheet Management Accounting
May 1992 - May 1994
Supervising Senior And Staff Audit Positions
Aug 1987 - May 1992
1 education record
Thomas Graf education
-
The University Of Akron
FAQ
Frequently asked questions about Thomas Graf
Quick answers generated from the profile data available on this page.
What company does Thomas Graf work for?
Thomas Graf works for Personal Wealth Manager.
What is Thomas Graf's role at Personal Wealth Manager?
Thomas Graf is listed as Chief Investment Officer at Personal Wealth Manager.
Where is Thomas Graf based?
Thomas Graf is based in Charlotte, North Carolina, United States while working with Personal Wealth Manager.
What companies has Thomas Graf worked for?
Thomas Graf has worked for Personal Wealth Manager, Self Employed, Standish Mellon Asset Management Company, Gulf Stream Structured Advisors, and Wachovia Corp.
How can I contact Thomas Graf?
You can use AeroLeads to view verified contact signals for Thomas Graf at Personal Wealth Manager, including work email, phone, and LinkedIn data when available.
What schools did Thomas Graf attend?
Thomas Graf holds Bachelor Of Science - Bs, Accounting from The University Of Akron.
What skills is Thomas Graf known for?
Thomas Graf is listed with skills including Investments, Structured Products, Management, Fixed Income, Hedge Funds, Capital Markets, Asset Management, and Portfolio Management.
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