Experienced, Ambitious, and On Your Level.
Our team offers our clients a unique combination of experience and energy for independent investment advisors and managers.
Mr. Alex Graham is a Managing Director and Chief Compliance Officer of Graham Capital, a diversified personal financial services company with an emphasis on investment advisory and estate planning services. He joined the firm from Capital One Investing where he led teams in building internal and external facing tools for investment clients.
Having lived in the DC metro area for over ten years he has a natural inclination on how politics can impact your money. As such, he provides political analysis on Guaranteeing Your Retirement, one of the most popular retirement radio shows in the Tampa Bay area. He holds an undergraduate degree (B.B.A) in International Business/Business Economics and Public Policy from George Washington University and a Masters degree in Finance (M.S.F.) from Johns Hopkins University.
Mr. Stash J. Graham is the Managing Director and Chief Investment Officer of Graham Capital Wealth Management. He is a seasoned asset manager whose investment experience ranges to both private and public markets. Stash is an experienced financial analyst who studies and invests in all parts of a prospective company’s capital structure. Using this experience and holistic understanding of financial markets, Stash is able to analyze a wide range of investment opportunities for GCWM clients with the goal of driving value under a fiduciary mindset.
Over the last decade, he has provided financial and economic commentary for several media outlets: Barron’s, Fox News/Fox Business, Value Walk, Salem Communications and iHeart Media radio stations, Newsradio 970 WFLA and Newsradio 1320AM. Mr. Graham attended La Salle University, Philadelphia, PA (B.A.; M.B.A, Finance) and The Johns Hopkins University, Baltimore, MD (Master of Science, Finance). Stash currently sits on the President’s Advisory Council at La Salle University and is a member of the University’s Athletic Hall of Fame.
Michael Berkhahn, CFP
Mr. Michael Berkhahn is a Senior Associate, Investment Research Analyst, for Graham Capital Wealth Management. Prior to Graham Capital Wealth Management Michael worked for Citibank on their Institutional Clients Group where he managed projects for the U.S. Custody Department. Michael assisted with on boarding Norges Bank Investment Management, an $866 billion sovereign wealth fund, from JP Morgan to Citi, to deliver their custody and securities lending services. He earned a Maters of Science (M.S.) in Finance from the University of South Florida and a Bachelors of Science (B.S.) in Finance from University of Florida.
Meaghan Wheeler is an investment analyst for Graham Capital. She grew up in Massachusetts, and came to D.C. to attend American University. She graduated from American University in 2020 with a Bachelors of Science (B.S.) in Finance and Accounting. She has experience in financial audit and computer science.
John Darby is a Client Service Associate at Graham Capital Wealth Management. He grew up in Sarasota and relocated to Tampa to pursue a degree at the University of South Florida. Graduating in 2021 with a Bachelor of Science in Personal Financial Planning he is eager to pursue the Certified Financial Planner designation and assist clients in finding and being prepared for their ideal retirement.