Johan Grahs works with high net worth individuals, companies and institutions to manage investments, risk and capital. He manages investments for individuals and families and he leads the company’s efforts to advise both corporate and public clients regarding interest rate swaps and other derivative transactions.

Wealth Management. Johan works with clients who want a professionally managed investment portfolio, rather than trying to manage it themselves, so that they can spend more time on the things in life that are truly important to them.

Johan manages investment portfolios for individuals and families as part of their broader investment plans. As a wealth manager, he provides investment management, and he works with other professionals advising clients, such as lawyers and accountants, to protect, grow and manage clients’ wealth.

Derivatives Advisory. Johan also advises both corporate and tax-exempt borrowers on swaps, swaptions and caps as well as other derivatives used to hedge risks. This work includes assisting issuers in developing a derivatives policy, structuring, analysis and evaluation of transaction proposals, selection of appropriate counterparties, negotiation of documentation and pricing, and bidding and/or execution of derivative transactions.

Professional Background. Johan is a native of Sweden and held a number of sales management positions prior to pursuing his bachelor and masters degrees in the United States. He joined Porter, White & Company in 2004 focusing on investment portfolio analysis, financial modeling, and derivatives analysis and has developed deep expertise on derivatives in tax-exempt markets.

On the investment management side, Johan serves individuals and institutions by providing investment research, as well as management of investment portfolios, including trading, asset allocation implementation and maintenance, performance evaluation and reporting on accounts. He has developed investment tools and reports that allow clients to make crucial asset allocation decisions and quickly understand how their portfolios are allocated and what investment performance has been.

On the investment banking side, Johan has experience raising capital for many industries, including manufacturing and management companies, as well as tax-exempt organizations. He has served as financial and derivatives adviser to local governments, companies and tax-exempt organizations across Alabama.

Johan has bid and negotiated derivative transactions on behalf of both corporate and tax-exempt issuers and has experience in evaluating and analyzing proposals received by local governments, tax-exempt issuers and other borrowers. He has evaluated and transacted most types of interest rate derivatives used in both taxable as well as tax-exempt markets, such as interest rate swaps, swaptions and caps.

Johan issued the first comprehensive, publicly available valuation report on Jefferson County’s swaps in 2007, and he was part of the team that negotiated with creditors on behalf of the County when the financial crisis of 2008 struck. He has evaluated the all of the interest rate derivatives executed by the County since 1997, providing transparency to charges and fees hidden from many decision makers.

Johan's academic background is in finance. He concentrated in investment management for his Bachelor's degree and in financial engineering and risk management for his Master's degree. Johan received a BSC, summa cum laude, in 2003 and an MA in Finance in 2004, both from the University of Alabama. He is a registered Series 7 and Series 63 representative and he has earned his Chartered Financial Analyst® designation.