Meet the Team : William Graham

by | Dec 27, 2023 | Blog, Team

You might have seen our Team Page with our full team lineup, showing us in the office setting, with the usual bios about backgrounds and roles. We wanted to show you who we are outside of the office and share a little about the personalities that make up our team.

We hope you enjoy getting to know us!

Up next: William Graham, Strategic Planning & Development. Watch this short video, where William talks about his role at Aptus.

 

 

Places I’ve Lived

Lexington, KY → Dayton/Cincy, OH → Charleston, SC → Fairhope, AL

Who I Root For

Pittsburgh Steelers, Wright State, Florida Gators.

What I Listen To

Any finance or true crime podcast and any music that pulls your heartstrings and moves the soul.

Food & Drink

Anything on the Big Green Egg, paired with a nice bourbon and a good cigar.

Best Part of My Job

Being a part of something greater than myself, being able to make an impact on those around me and the relationships that entrust Aptus.

Nights & Weekends

My two oldest daughters are involved in various sports, so I get the opportunity to coach their teams. You can always find our family at some ballpark or gym after work or on weekends.

Favorite Trips

St. Johns British Virgin Islands, Park City UT, Puerto Rico.

Favorite Quote

“Take the first step in faith. You don’t have to see the whole staircase, just take the first step.”  MLK

 

Favorite Shows/Movies

Remember The Titans, Shawshank, Life, Gladiator, Inside Man.

 

 

See More Team Highlights

Derek Hernquist: Business Developments & Partnerships

Will Gardner: Advisor Transitions & Support

James Yahoudy, CFP: Strategic Consulting & Enterprise Relationships

John Luke Tyner, CFA: Portfolio Manager & Fixed Income

Beckham Wyrick, CFA: Portfolio Manager & Portfolio Reviews

Mark Callahan: Institutional Trading & Analytics 

Matt McGowan, CAIA: Strategic Consulting

Clay Calhoun: Trading & Client Services

Jamies Bai: VP of Product Management

John Goldsberry: Facilitator / Operations / Technology

Brett Wickmann: Chief Compliance Officer

Joseph Sykora, CFA: Equity Analyst & Portfolio Reviews

Advisory services offered through Aptus Capital Advisors, LLC, a Registered Investment Adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level or skill or training. More information about the advisor, its investment strategies and objectives, is included in the firm’s Form ADV Part 2, which can be obtained, at no charge, by calling (251) 517-7198.

Aptus Capital Advisors, LLC is headquartered in Fairhope, Alabama.

The opinions expressed herein are those of Aptus Capital Advisors (“Aptus”) and/or the individual Aptus Employee being interviewed as of the date of publication and are subject to change without notice. Aptus reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that such assessments of investments will be accurate. There is no guarantee that strategies or recommendations will equal or exceed any expectations or goals discussed. The discussions, outlook, and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives.

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Aptus is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Aptus including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available at www.aptuscapitaladvisors.com or by calling 251.517.7198.

Enhancing Outcomes

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