Austin Graff, CFA

Evaluator
DISC Type : DCS

Founder and Chief Investment Officer at Opal Capital

Boca Raton, Florida, United States

Overview

Austin Graff is the Founder and Chief Investment Officer of Opal Capital, where he manages the Opal Dividend Income ETF (DIVZ). A CFA charterholder with an MBA from Purdue University, his career includes senior portfolio management at PIMCO and investment banking at Goldman Sachs, highlighting his expertise in global dividend strategies.

Originally from Wisconsin, Austin now lives in Boca Raton, Florida, with his young family. The move was partly to be closer to family, which is an important aspect of his life. He is passionate about financial education, frequently sharing his insights on investment podcasts.

Unique fact: On his podcast, he has humorously coined terms like the "Crappy 12" to critique market trends and highlight portfolio risks beyond the well-known "Magnificent 7."

Personality Overview

Fast But Analytical

Hard To Convince

Thorough Evaluator

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Dividend Investing
As the portfolio manager for the Opal Dividend Income ETF (DIVZ), his entire professional focus is on generating stable, growing income through dividend-paying equities.
Active Management
He is a strong proponent of active, forward-looking investment strategies, often contrasting them with passive, index-based funds in his public commentary and podcasts.
Market Valuations
He frequently analyzes market concentration risk, AI valuations, and major economic indicators to identify opportunities and protect portfolios from overvaluation.

Media Appearances

Tech Dividends: Insights from Opal Capital on Tech Yields (with Austin Graff, CEO & CIO of Opal Capital). Featured in FinTech.tv

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Former PIMCO PM Forms New Investment Firm With Opal Capital. Featured in Nasdaq

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Ex-PIMCO Manager Graff Opens ETF Advisory. Featured in Yahoo Finance

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Work History

8-2022
Founder and Chief Investment Officer at Opal Capital
2017 - 2024
Co-Chief Investment Officer at Titleist Asset Management, Ltd.
1-2012 - 10-2015
Senior Vice President Portfolio Management at PIMCO
7-2006 - 1-2012
Vice President at Goldman Sachs
3-2005 - 6-2006
Financial Analyst at Indiana Finance Authority

Education

2004 - 2006
MBA from Purdue University Daniels School of Business
2001 - 2005
Business Administration and Management from Purdue University

More Information

Social Presence :

Prographics :

Exp : 19 Location : Boca Raton, Florida, United States Job Level : Leadership Designation : Founder and Chief Investment Officer at Opal Capital
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Insights For Selling To Austin

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Austin is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Austin

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Austin move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Austin take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Austin

Personality Compatibility


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