Norma Lee Graves

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Profile

Ms. Norma L.
Graves is Director of Fixed Income at West Financial Services, Inc. She joined the investment management department of West Financial Services in 1999.
Her responsibilities include fixed income management and client portfolio review.
Prior to joining the team, Ms. Graves worked for 23 years in senior management roles with national investment management firms.
Ms. Graves received her BBA in Finance from Walsh College and her MBA from Fordham University.

Former positions of Norma Lee Graves

Companies	Position	End
West Financial Services, Inc. West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments.	Compliance Officer	2022-06-30
Acadia Group, Inc. Acadia Group, Inc. Miscellaneous Commercial ServicesCommercial Services Offers billing, consulting, software, business systems, related services and financing	Corporate Officer/Principal	-

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Linked companies

Private companies	4
Acadia Group, Inc. Acadia Group, Inc. Miscellaneous Commercial ServicesCommercial Services Offers billing, consulting, software, business systems, related services and financing	Commercial Services
West Financial Services, Inc. West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments.	Finance
Fordham University Fordham University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Walsh College Walsh College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services