Gerald Graves leads the firm’s West Coast division, and he is responsible for overseeing Boston Private Wealth’s operations in California and the Pacific Northwest. Gerald has over 30 years of wealth management and investment experience, crafting custom wealth management solutions for high net worth individuals.
Before joining Boston Private Wealth, Gerald was Founder and President of Filigree Advisors. Filigree Advisors specialized in designing unbiased, customized financial solutions for individuals and families with a client-centered philosophy of wealth management. Previously, Gerald was President of M Financial Wealth Management, where he led the design, development and implementation of the firm’s wealth management business. Before joining M Wealth, he was Executive Director and a Managing Partner of LEAP Partners, LLC in San Francisco, California. He also held a variety of senior leadership positions at Charles Schwab & Co., Inc., including Chief Operating Officer of Schwab’s Institutional Services for Investment Managers.
Gerald Graves is a graduate of the University of Oregon with a Bachelor of Science in Economics.