Gray Private Wealth, Llc
For over two decades, we’ve helped meet the sophisticated needs of wealthy individuals and families with tailored asset management and investment strategies. Our private wealth management team takes a holistic approach, assessing all aspects of your financial life and your unique objectives as well as constraints. This enables you to make smart decisions and move forward confidently, secure in the knowledge that you are well-prepared for your own future. We empower you to create the tomorrow you want for yourself and your family. Explore how our comprehensive approach to private wealth management provides a more consultative and strategic plan designed to achieve your definition of success.
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Verified contacts
12
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
9
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- EG
Eric Godes
Board Member · General Business & Management
EmailPhone - KC
Kevin Crane
Wealth Management Associate · Finance & Accounting
EmailPhone - JK
Justin Klunder
Partner, Chief Investment Officer · Finance & Accounting
EmailPhone - SV
Stephen V. Kenney
Director of Client Development · Sales & Business Development
EmailPhone - AL
Amy Lorenzo Alpert
Portfolio Manager · Finance & Accounting
EmailPhone - AR
Austin Russell
Portfolio Manager · Finance & Accounting
EmailPhone - AR
Austin Russell
Portfolio Manager · Finance & Accounting
EmailPhone - JS
Jennifer Scaltrito
Internal Operations Administrator · Operations
EmailPhone - SV
Stephen V. Kenney
Chief Compliance Officer and Director of Client Development · Legal
EmailPhone
Showing 9 of 12 verified contacts
Top roles at Gray Private Wealth, Llc
9 distinct titles indexed · top 9 shown.
- 3portfolio manager
- 1assistant manager
- 1board member
- 1chief compliance officer and director of client development
- 1client account specialist
- 1director of client development
- 1internal operations administrator
- 1partner, chief investment officer
- 1wealth management associate
Sign up to unlock all 12 contacts at Gray Private Wealth, Llc
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