Gerald Graves is a founding partner of Filigree Wealth Advisors and is responsible for the day-to-day management of the firm. In addition to managing client relationships, Gerald is a member of the firm’s Executive and Investment Committees. Prior to founding Filigree Wealth Advisors, Gerald held numerous leadership roles in the industry, including management of several Registered Investment Advisory firms, regional leadership at a Private Bank and Trust Company, and executive management at Charles Schwab & Company. Gerald and his longtime business partner Chris, co-founded Filigree Wealth Advisors under the belief that the best environment to ser