In the years prior to joining NepFin, Graig served as a fractional CMO for small and mid-sized investment managers. His most recent experience was at Harvest Exchange, a digital content platform, where he consulted with boutique managers on branding, digital, and content strategy. Prior to that, Graig provided similar services via Freewheel Marketing, a firm he founded and operated for two years. As a sole practitioner, he built a client base that he then brought with him to Harvest. During this time, Graig authored a white paper regarding the adoption of digital marketing tools in the investment management industry that led to his selection as a finalist for WealthManagement.com’s Thought Leadership award. He previously worked for a small firm in San Francisco, CA that spun out of Charles Schwab’s family office and was later acquired by Hartford Funds. Graig considers his formative years the time he spent at New Century Advisors, a woman-owned bond shop in Chevy Chase, MD.
Graig has a Master’s Degree in Marketing from Johns Hopkins University and a Bachelor’s Degree in Economics from the College of Charleston.