Graham Forum

Graham Forum, CFA, is a seasoned investment professional with extensive experience in fixed income and value-add investing across various sectors. Currently serving as a Business Investor at Graham Forum, CFA, Graham focuses on established small to medium-sized businesses, particularly in B2B commercial services, manufacturing, and machining, with revenues ranging from $1-10 million. Additionally, Graham is an Advisory Board Member at Artaic, an MIT spinout specializing in custom mosaic art installations, and a Partner at SVG Partners, centered on value-add SMB investments and growth strategies. Previously, Graham held leadership roles at Wellington Management, managing significant bond strategies, and has a solid background in municipal trading and financial product structuring from positions at Neuberger Berman, Morgan Keegan, and A.G. Edwards & Sons. Graham holds an MBA and a BBA in Finance from Stetson University.