About Gray
Gray helps clients navigate the complexities of wealth with clear, research-driven advice. With a background in security analysis and portfolio management, Gray uncovers compelling opportunities across stocks, bonds, and macroeconomic themes, while helping clients make smart, tax-efficient financial decisions. Gray combines institutional level analysis with a genuine understanding of each client’s goals—whether it’s managing concentrated stock positions, planning around equity compensation, or building a long-term financial legacy over generations that incorporates tax mitigation strategies.
Previously, Gray worked at GYL Financial Synergies, Financial Partners Capital Management, Williams Jones Wealth Management, and JP Morgan.
Gray is a native of Greenwich, Connecticut, and currently resides in New York City. Outside of work, Gray enjoys spending time with friends and family, going on walks with his dog, and playing music.
Education and Professional Milestones
-Georgetown University - bachelor’s degree in political economy
Gray helps clients navigate the complexities of wealth with clear, research-driven advice. With a background in security analysis and portfolio management, Gray uncovers compelling opportunities across stocks, bonds, and macroeconomic themes, while helping clients make smart, tax-efficient financial decisions. Gray combines institutional level analysis with a genuine understanding of each client’s goals—whether it’s managing concentrated stock positions, planning around equity compensation, or building a long-term financial legacy over generations that incorporates tax mitigation strategies.
Previously, Gray worked at GYL Financial Synergies, Financial Partners Capital Management, Williams Jones Wealth Management, and JP Morgan.
Gray is a native of Greenwich, Connecticut, and currently resides in New York City. Outside of work, Gray enjoys spending time with friends and family, going on walks with his dog, and playing music.
Education and Professional Milestones
-Georgetown University - bachelor’s degree in political economy