Founder & CEO
Roger Graham
Braintrust Capital®, San Antonio, Texas
Roger Graham founded Braintrust Capital to deliver the kind of integrated wealth strategy that affluent families, business owners, and executives deserve—built on 25 years of experience spanning financial advisory, portfolio management, private equity, and business transition planning.
I built Braintrust Capital because I believe clients with real complexity deserve advice that reflects that complexity—where every decision is made with the full picture in view.
Roger Graham — Founder & CEO, Braintrust Capital®Background
A career built on
breadth and depth.
Roger Graham is the founder and CEO of Braintrust Capital, LLC, a registered investment advisor based in San Antonio, Texas. He established the firm to bring together everything he had learned across more than two decades in financial services—as an advisor, portfolio manager, planner, private equity asset manager, and economic development consultant—under one integrated practice.
Before founding Braintrust Capital, Roger served in senior leadership roles at two of the country's largest wealth management institutions. At Wells Fargo Advisors, he held the titles of Senior Vice President, Investment Officer, and PIM Portfolio Manager. Prior to that, he served as Vice President and Portfolio Manager at UBS Financial Services. Across these roles, he worked with high-net-worth clients navigating complex financial lives.
Roger's approach is shaped by a rare combination of credentials: a law degree that sharpens analytical instincts across trusts, structures, and succession; advanced planning certifications focused specifically on high-net-worth clients; and executive education in private equity and venture capital that informs his perspective on private markets and founder liquidity.
Career Timeline
Education & Credentials
Depth that supports
sophisticated conversations.
Each credential represents a specific area of advanced training—purposefully assembled to support clients navigating complex financial lives.
Juris Doctor
University of Michigan Law School. A legal education that sharpens issue-spotting and structural thinking across trusts, business entities, succession, and complex planning matters.
B.S. Economics
Santa Clara University. A rigorous foundation in economic analysis, markets, and quantitative reasoning that underpins every investment and planning conversation.
Certified Private Wealth Advisor®
Advanced training focused on the complex needs of high-net-worth clients—including tax, estate, executive compensation, and wealth transfer considerations.
Certified Investment Management Analyst®
Training centered on portfolio construction, due diligence, risk management, manager evaluation, and investment decision-making at an institutional level.
Certified Exit Planning Advisor®
Specialized expertise for business owners preparing for transition—covering value enhancement, succession strategy, and post-exit personal wealth planning.
Executive Education
Programs completed at Harvard Business School, Yale School of Management, and the University of Chicago Booth School of Business—spanning private equity, venture capital, and advanced business strategy.
Community & Civic Leadership
Rooted in
San Antonio.
Roger's commitment to the community he serves extends well beyond the office—with significant time and leadership devoted to nonprofit, civic, and faith-based organizations throughout San Antonio and Texas.
Nonprofit & Board Leadership
- City Year San Antonio — Board Leadership
- Girl Scouts of Southwest Texas — Board/Committee Leadership
- TMI — The Episcopal School of Texas — Board/Committee
- Keystone School — Board/Committee Leadership
- San Antonio Area Foundation — Board/Committee
- San Antonio Housing Authority — Board/Committee
- St. Paul's School — Board/Committee Leadership
Church & Civic Leadership
- General Convention Deputy — The Episcopal Church
- Executive Board Member — Diocese of West Texas
- Senior Warden — St. Andrews Episcopal Church
- Member, Class 38 — Leadership San Antonio
- Steering Committee — Leadership San Antonio Class 44
Ready to work with
Roger Graham?
Schedule a private, no-obligation consultation to discuss your financial goals, planning needs, and whether Braintrust Capital is the right fit for your situation.