Our Team
Mark McGraw, CAIA - Managing Member, Portfolio Manager
Mark joined the firm in 1995. Early in his career, he established and managed a trading product for Yankee Advisers. In addition, Mark has functioned as the Chief Operating Officer of Yankee and is currently the Portfolio Manager for Yankee Advisers' fund of hedge fund product line. Mark graduated from the University of Colorado in Boulder with a B.S. in Civil Engineering. He earned an MBA from the F.W. Olin Graduate School of Business at Babson College. He holds the Chartered Alternative Investment Analyst designation and has passed the Series 3 and Series 65 exams.
Karen McGraw - Director of Administration
The Director of Administration for Yankee Advisers LLC since 2007. As such, she assists in accounting, regulatory, and client services. Karen graduated from the University of Massachusetts. She has a BS in Mathematics and Masters in Mathematics Education.
Joseph McGraw - Founder in fond memory
Prior to his death in 2020, Joe was the founder of Yankee Advisers LLC. He was a forty-plus year veteran money manager who started the Multi-Manager Fund in January 1995. A graduate of the College of the Holy Cross, Joseph joined Smith Barney & Company in 1972, eventually becoming a shareholder and Vice-President of Sales. In 1983 he founded the investment banking and brokerage firm of McGraw, Valeo and Company. During the late 1980s, he was a founding partner of several investment firms. Fun fact: Joe served as a Captain in the USAF and flew over 240 sorties.
Our History
Yankee Advisers was created in 1992 as a sole proprietorship by Joseph McGraw. In 1998, his son Mark McGraw became his partner and the co-owner of what is now Yankee Advisers LLC. Today, Yankee is registered as an Investment Adviser with the Commonwealth of Massachusetts and was formerly registered as a Commodity Trading Adviser with the Commodity Futures Trading Authority (CFTC), and a former member of the National Futures Association (NFA).