James H. Graver
Founder, Graver Capital Management
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.
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.
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.
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.
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
Financial Advisor, Graver Capital Management
Terry Hennessy is a Financial Advisor for Graver Capital Management. Terry provides comprehensive investment management and financial planning advice to individuals, families, corporate executives and business owners. Prior to Graver Capital Management, he worked as a financial planner in association with Northwestern Mutual, where he provided insurance and investment advice to a variety of clients including individuals, families, and medical professionals.
Terry graduated from The Ohio State University with a Bachelor of Science in Economics. He currently holds his Series 6 Investment Company and Variable Contracts License, as well as his Series 63 Uniform Securities Agent State Law License. Terry also holds his Life and Health Insurance License and Variable Annuities License.
Terry grew up in Northeast Ohio, and it will always have a special place in his heart. He enjoys spending his free time with friends and family. Terry is a sports enthusiast and on Sunday afternoons in the fall you will most definitely find him cheering on the Cleveland Browns. He has a growing love for golf and enjoys playing whenever he can.
Terry found his home in Columbus while attending The Ohio State University. While he was a student, he worked as a manager at Figlio in Upper Arlington. Terry cherishes his relationships with many of the customers and co-workers that he met during his time at Figlio. He has established himself as a resident of Grandview and is currently an active member of the Columbus Italian Club.