Graham C. Gerlach, CFP®, AEP®

Managing Director, Principal

Graham is a Managing Director and Principal at the Robertson Stephens Denver office. He works with high-net-worth and ultra-high-net-worth individuals and families to implement customized multi-generational wealth solutions.

Graham is also a Co-Founder and Chief Revenue Officer of Inclined Technologies, a SaaS software company focused on driving better long-term outcomes for whole life policyholders.

Graham holds a (BA) from Denison University (Religion and Psychology) and is a member of the Denver Estate Planning Counsel.

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