James H. Graver
Founder, Graver Capital Management
(614) 499-2500
jgraver@gravercapmgmt.com
Jamie Graver is the founder of Graver Capital Management. Jamie provides comprehensive investment management and financial planning advice to individuals, families, corporate executives and business owners.
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Prior to founding Graver Capital Management, Jamie began his wealth management career as a Financial Planner in 1996. Since then, he has been helping clients achieve their wealth planning goals by providing advice on asset accumulation, cash flow and retirement planning, education savings planning and wealth transfer strategies. Prior to his financial planning career, Jamie spent four years with State Savings Bank, working with small business owners as part of their commercial lending team.
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Jamie obtained his Bachelor of Science in Finance and Associates of Science in Real Estate from Franklin University. Jamie holds his Series 7 General Securities Representative License, as well as his Series 63 and 66 Licenses. He is also licensed in the areas of Life and Health Insurance and Variable Annuities.
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Jamie and his wife Amy currently reside in Upper Arlington and are the proud parents of two daughters, Ali and Mandy. Jamie is a Charter Member and past President of the Upper Arlington/Grandview, Tri-Village Rotary. He also served two terms as a Board Member for the First Community Church Foundation and enjoyed many years as a Lacrosse coach for various Upper Arlington youth boys and girls Lacrosse teams.
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In his free time, Jamie enjoys spending time with his family and friends, especially at a place that is close to his heart, Lake Erie. Weekends away from the office are often spent fishing, spending time outdoors or enjoying an occasional round of golf.
Terrance P. Hennessy III, CFP®
Financial Advisor, Graver Capital Management
(330) 696-5612
thennessy@gravercapmgmt.com
Terry Hennessy provides comprehensive financial planning and investment advice to clients of Graver Capital Management. He evaluates each client’s long-term cash-flow needs, identifies and helps mitigate risks within their financial plan, and develops tailored investment strategies to support their goals. He believes in educating clients so they can make confident, informed financial decisions.
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Terry is a CERTIFIED FINANCIAL PLANNER® certificant, having completed his coursework through Northwestern University. He earned a Bachelor of Science in Economics with a minor in Business from The Ohio State University and holds both the Series 65 Uniform Investment Adviser Law license and a Life and Health Insurance license.
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Originally from Northeast Ohio, Terry maintains strong ties to his hometown community. His passion for guiding others stems from a unique background of working closely with people during life’s pivotal moments. At a young age, he worked at his parents’ funeral home, welcoming grieving families and later assisting his father in running services. While attending college, he also worked in the restaurant industry at Figlio in Upper Arlington, where he met his wife, Megan. They now reside in Upper Arlington.
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Terry is a member of the Columbus Italian Club. He places a high value on family and spends the majority of his free time with loved ones. Terry is a sports enthusiast and on fall Sundays can often be found cheering on the Cleveland Browns with his brothers.
Brian T. Hall
Client Service Associate, Graver Capital Management
(614) 284-0765
bhall@gravercapmgmt.com
Brian Hall is a Client Service Associate at Graver Capital Management, where he plays a key role in supporting the firm’s delivery of financial planning and wealth management services. In his current position, Brian assists with account monitoring, client service coordination, and internal analyses that help ensure smooth and effective client experiences. He is also involved in supporting the firm's business development initiatives.
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Before joining Graver Capital Management, Brian served as a Deposit Pricing Intern at Huntington National Bank, where he analyzed deposit trends and pricing strategies, conducted peer benchmarking, and led a research project focused on performance management enhancements.
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Brian earned his Bachelor of Science in Finance from Miami University’s Farmer School of Business in 2025. During his time at Miami, he was actively involved in campus organizations and volunteer efforts. He is currently preparing to pursue securities licensing examinations, with the long-term goal of meeting the requirements to become a CERTIFIED FINANCIAL PLANNER® professional.
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Originally from Upper Arlington, Ohio, Brian is a lifelong Buckeye fan and former student at Bishop Watterson Highschool. Outside of work, he enjoys fishing, golfing, reading, and spending time with friends and family.
