Roger Graham is a financial advisor based in Texas. He is the founder and chief executive officer of
Braintrust CapitalTM, LLC, a registered investment advisor in San Antonio. Before establishing Braintrust
CapitalTM, he spent 25 years in various leadership and client service roles at multiple institutions. In addition to working as a financial advisor, he has gained experience as a portfolio manager, financial planner, private equity asset manager, and economic development consultant. Roger Graham has also held leadership roles, such as Senior Vice President, Investment Officer, and PIM Portfolio Manager at
Wells Fargo Advisors and Vice President and Portfolio Manager at UBS Financial Services. Roger Graham’s
Academic background includes an economics degree from Santa Clara University and a juris doctor (JD)
from the University of Michigan. He has also completed executive education on programs at the Yale School of Management and the University of Chicago. Outside of his work in finance, he is an active member of
his local community. He has served in board and/or committee leadership for several nonprofit
corporations, including City Year San Antonio, Girl Scouts of Southwest Texas, TMI, Keystone School, San Antonio Area Foundation, San Antonio Housing Authority, and St. Paul’s School. Roger also has served in
church leadership, including as General Convenation Deputy for The Episcopal Church, as a member of the Executive Board of the Diocese of West Texas, and as Senior Warden of St. Andrews Episcopal
Church. He was a member of Class 38 of Leadership San Antonio, and a member of the Steering Committee of LSA Class 44.