As a team we share over a half century of financial industry and market experience, serving individual and institutional clients. We share a common vision in providing fee-only services under a fiduciary duty. We strive to provide customized, personal financial advice in a cost-efficient manner. Our team approach is specifically designed to help our clients receive the benefits of our diverse experience. Our goal is to build long-term, mutually beneficial relationships with each of our clients.
David H. Graham Jr., Managing Principal founded Grand Strategy Capital, LLC, in 2010, with over two decades of financial market experience as a portfolio manager and financial advisor. David has experience working with individuals and institutions in the oversight of their investment process and the management of their portfolio. He has lead a team of portfolio managers for both taxable and tax-exempt fixed income common trust funds and mutual funds for a Virgina bank. In 1999, David obtained his registered representative certification and has worked for regional and national brokerage firms. One of the things he enjoys the most in his role as a financial advisor is the personal relationship he has with clients. David considers Virginia his home. He was born and raised in Lynchburg, worked in Richmond for twelve years, finally settling in Charlottesville in 2002. David graduated from Lynchburg College with a degree in Mathematics. His wife, Mason, is a commercial real estate agent in the Charlottesville area, and they have two children. One of David’s passions outside of family and work is sports. He is an avid golfer who enjoys playing socially and competitively.
Walter F. Megonigal III, COO/CCO joins Grand Strategy Capital, LLC, after practicing law since 2000 and providing wealth management advisory services since 2007. He aided individuals and businesses with a myriad of needs including real estate and mortgage financing transactions, entity organization, finance, governmental regulation, insurance, liability issues, worker's compensation and social security disablility claims, and estate planning. In addition to his duties as chief operations and compliance office, he is responsible for leading the firm's financial planning committee, as well as serving on its investment committee. Walter is a Certified Private Wealth Advisor® professional, the only advanced designation designed for financial advisors and consultants who work with high-net-worth clients on the life cycle of wealth. He enjoys working closely with clients in building customized financial plans to complement the management of their financial assets. Walter is a graduate of the University of Virginia and the University of Pittsburgh School of Law. He and his wife, Jennifer Schaeffer, a local Charlottesville veterinarian, have two young children. Outside of family and work, Walter spends his time cross-training and preparing for endurance events. .
Joseph R. Coulson, Senior Financial Advisor, joined Grand Strategy Capital, LLC, in August of 2016 after working in finance and investment management for the past 30 years. Early in his career he worked in municipal finance as an investment banker structuring bond issues. In 2000, he left municipal finance to come back to Charlottesville and manage finances and investments for individuals and institutions. Since business school he has been captivated by finance and economics and has used this enthusiasm to manage his client’s wealth. In Charlottesville, he is an active University of Virginia alumni member and Tandem Parent. He enjoys competitive squash and the local music scene.