GRAY & GRAY - Key Persons
Job Titles:
- Expert
- Meet Our Portfolio Manager
Amy Alpert is an expert at crafting an investment strategy that is synchronized with a client's overall financial plan. Her recommendations are based on extensive research, insightful comprehension of current market conditions, and a focus that keeps her efforts aligned with client expectations.
Amy is well served by her extensive background in investment operations and administration, and thorough knowledge of compliance, performance analysis, and the technology that goes along with it. She is adept at developing controls and policies that optimize efficiency, enhance quality, minimize risk, and reduce costs for clients.
Prior to joining Gray Private Wealth, LLC, Amy held client relationship and investment advisory roles with prominent firms such as Ameriprise Financial Services, New England Investment and Retirement Group, and Emerson Investment Management.
Amy is a graduate of Northeastern University, where she earned a Bachelor of Science in Accounting and Finance, and Boston University, where she attained her Certified Financial Planner credentials. Amy is also an Accredited Portfolio Management Advisor (APMA).
Job Titles:
- Meet Our Client Service Specialist
Job Titles:
- Portfolio Manager
- Certified Financial Planner
- Meet Our Portfolio Manager
As Portfolio Manager, Austin is deeply involved in the processes and procedures that go into doing great work for our clients. He plays an important role in client portfolio management, investment policy design, portfolio reporting software, and investment research. The best part of his job is working with the clients who trust our firm to bring the Power of More to helping them reach their personal and financial goals.
Austin is a Certified Financial Planner® and Chartered Financial Analyst. He is a member of the CFA Institute and the CFA Society of Boston.
Job Titles:
- Meet Our Assistant Portfolio Manager
Colin is a graduate of Providence College, where he earned a Bachelor of Science in Accounting and Finance. He is a Chartered Financial Analyst and a member of the CFA Institute and the CFA Society of Boston.
Job Titles:
- Meet Our Retired Partner
- PFS
Job Titles:
- Certified Financial Planner
- Meet Our Senior Portfolio Manager
Jim is a Certified Financial Planner™ Professional, Chartered Financial Consultant, and Chartered Life Underwriter. He has served as an instructor in Retirement Planning at Worcester State College and is a frequent speaker on financial planning topics, including incorporating Social Security planning as part of an overall personal financial and retirement plan.
Job Titles:
- Meet Our Internal Operations Administrator
Job Titles:
- Meet Our Chief Executive Officer, Chief Investment Officer & Partner
Justin joined Gray Private Wealth in 2015 after serving as an investment officer for a Pennsylvania-based investment advisory firm, where he was a member of a small team that managed more than $1 billion in client assets. A graduate of The College of Charleston, Justin is a member of the CFA Institute, the CFA Society of Boston and the CFA Society of Philadelphia.
Job Titles:
- Meet Our Chief Compliance Officer & Director of Client Development