John L. Graves, CFA
Senior Vice President
Director of Equity Investments
University of Oklahoma, BS
University of Oklahoma, MBA
Chartered Financial Analyst (CFA)

John Graves began his relationship with Oakwood Capital Management LLC in May of 2005 as an advisory consultant. In September of 2005, he became a member of our equity department along with responsibilities in our institutional marketing division. He also serves as a member of the firm's Investment Policy Committee.

John comes to Oakwood with over 35 years of investment experience. He started his career as an analyst with Fort Worth National Bank's Trust Department. He moved on to join Security National Bank as an analyst and progressed to the position of Senior Portfolio Manager of the Bank's three Equity Commingled Trust Funds. After five years of service at Security National Bank, John then joined Shareholders Management, a mutual fund management group. Three years later, John made a decision to join Security Pacific Institutional Management, a subsidiary of Security Bank. In 1981, having a desire to learn the sell side of the institutional business, John joined what is now known as Lehman Brothers, and later became the head of their Institutional Department - West Coast. After 10 years at Lehman, John joined McCullough, Andrews & Cappiello, a prominent investment manager based in San Francisco, California. Beginning in 1992, John was with Pacific Income Advisers as a Stockholder and Portfolio Manager, and retired from there in December, 2004.

John is best described as a sports and outdoor enthusiast, preferring to vacation in the mountain regions of California, where he enjoys both snow and water skiing. John has been happily married for nearly forty years, and makes his home in Brentwood, California. He feels fortunate to have a lot of his family "within shouting distance", including his two young grandchildren.