Graypoint Llc
Graypoint LLC is a multi-family office, financial planning, and investment management firm for high-net-worth families and organizations. Graypoint can manage all the financial affairs for individual clients from high-net-worth to ultra-high-net-worth and provide financial advising and investment management to private foundations, nonprofit organizations, and other institutions.
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Verified contacts
30
available on Kipplo
LinkedIn employees
59
51 to 200 range
Open roles
—
no listings
Distinct roles
20
indexed titles
Tech stack
0
tools in use
Monthly traffic
238
organic / mo
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Decision-makers and verified team members
30 contacts with verified email or phone · masked until revealed.
- BW
Brendan Walsh
Senior Vice President · General Business & Management
EmailPhone - DP
Dan Piazza
Vice President Counseling · Legal
EmailPhone - LM
Lisbeth Mitchell
Vice President · General Business & Management
EmailPhone - AM
Amanda Morse
Client Analyst · Finance & Accounting
EmailPhone - MD
Matthew Dwyer
Financial Planning Analyst · Finance & Accounting
EmailPhone - DN
Daniel Nolan
President and CEO · Other
EmailPhone - JG
Jeffrey G. Harris
Senior Vice President of Counseling · Other
EmailPhone - KL
Keith Lamoutte
Senior Vice President - Investment Strategy · Other
EmailPhone - RG
Renee Galloway
Chief Financial Officer · Finance & Accounting
EmailPhone
Showing 9 of 30 verified contacts
Top roles at Graypoint Llc
20 distinct titles indexed · top 10 shown.
- 3chief financial officer
- 3financial planner
- 3vice president
- 2client analyst
- 2senior financial planner
- 1accountant
- 1customer service administrator
- 1director client services & trading
- 1executive assistant
- 1financial planning analyst
- +10more titles
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