David H. Graham Jr

Managing Principal

David H. Graham Jr., Managing Principal founded Grand Strategy Capital, LLC, in 2010, with over two decades of financial market experience as a portfolio manager and financial advisor. David has experience working with individuals and institutions in the oversight of their investment process and the management of their portfolio. He has lead a team of portfolio managers for both taxable and tax-exempt fixed income common trust funds and mutual funds for a Virgina bank. In 1999, David obtained his registered representative certification and has worked for regional and national brokerage firms. One of the things he enjoys the most in his role as a financial advisor is the personal relationship he has with clients. David considers Virginia his home. He was born and raised in Lynchburg, worked in Richmond for twelve years, finally settling in Charlottesville in 2002. David graduated from Lynchburg College with a degree in Mathematics. His wife, Mason, is a commercial real estate agent in the Charlottesville area, and they have two children. One of David’s passions outside of family and work is sports. He is an avid golfer who enjoys playing socially and competitively.