Investments

Investments

Delivering timely insights on the evolving
financial landscape from our investments team.

Meet the Team

Austin Graff, CFA

Chief Investment Officer

With decades of experience in financial services, Austin brings a wealth of expertise to his role as Chief Investment Officer at 49 Financial. A respected voice in the industry, he has been featured and quoted in leading publications such as Barron’s, CNN Business, Yahoo! Finance, MarketWatch, and others.

Austin holds an MBA from the Krannert School of Management at Purdue University, where he also received his bachelor’s degree. He holds the Chartered Financial Analyst (CFA®) designation, which he earned in 2012.

Wayne Wicker, CFA

President, Investments

Jim Reed, CAIA

Portfolio Manager

Manav Shah, CFA

Portfolio Manager

AJ Graff

Portfolio Manager

Adam Muller

Portfolio Manager

Keith Wagner

Head of Distribution, Investments

Yang Liu, CFA, CAIA

Portfolio Manager

Investment Insights

- May 29, 2025

From Headlines to Horizons: Keeping Your Investments on Track

A lot has happened this year, yet we haven’t even made it halfway. With a new president in office, the headlines have focused on
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- May 27, 2025

Market Update & Commentary | May 27th, 2025

What Happened Last Week? U.S. equities fell last week as the recovery began to lose some momentum and President Trump made new tariff threats
Read More

- May 19, 2025

Market Update & Commentary | May 19th, 2025

What Happened Last Week? Global equities surged last week following a de-escalation in U.S.-China trade tensions, as both nations signaled intentions to pursue a
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- May 12, 2025

Market Update & Commentary | May 12th, 2025

What Happened Last Week? Stocks ended the week cautiously as investors await further details regarding US/China trade negotiations that are expected to occur through
Read More

- May 5, 2025

Market Update & Commentary | May 5th, 2025

What Happened Last Week? Stocks rallied marking a second straight week of gains. The primary driver has been eased trade tensions between the U.S./China
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- May 2, 2025

A New Era: Reassessing the Role of Active Management

The Historical Appeal of Passive Investing For over a decade, global markets operated in a uniquely accommodative environment. Central banks, led by the Federal
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