Graeme is a Senior Vice President, Director of Wealth Management, and a member of the Investment Committee. In addition to managing portfolios for high net worth clients, she serves as a trustee and officer for various client family trusts and foundations. Prior to joining Inverness in 2000, Graeme worked as a Registered Sales Associate at UBS/Paine Webber. She also assisted entrepreneurs in early stage financing and business plan development as an Associate at Strategic Capital Resources, Inc.
Graeme earned a BS from Skidmore College in 1998 and an MBA from New York University’s Stern School of Business in 2005. Graeme is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the New York Society of Security Analysts and the Financial Planning Association. She serves on the board of a public charity that focuses on youth and entrepreneurship, and she is an active volunteer for her alma mater.
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