Eric Gray is Managing Director and Wealth Partner at J.P. Morgan Wealth Management. As the Founder of The Gray-Polverini Group, he imparts wealth planning guidance and strategic leadership advice to ultra-high-net-worth clients and their families. Gray and his team joined J.P. Morgan from Merrill Lynch, where he built The Gray-Polverini Group into the substantial practice it is today. Gray has been advising high-net-worth families for over 30 years and specializes in value-based financial planning, comprehensive estate planning services, asset allocation, discretionary investment management, concentrated stock management, and executive compensation. Prior to joining Merrill Lynch in 2000, he was a Vice President at Goldman Sachs for 8 years working with high net worth individuals. He started his career at New England Digital, a startup computer company that developed music, digital audio hardware, and software. On top of his management and executive responsibilities, Gray is also an active participant in community and philanthropic ventures.
J.P. MORGAN WEALTH MANAGEMENT
Gray delivers the careful analysis and high-touch service required to help meet the intersecting needs of successful families.
He provides tax-sensitive investment management, wealth transfer and long-term planning that considers family dynamics.
He also serves as a channel to the array of firm enterprise-wide services including investment banking, commercial and personal banking, philanthropic guidance and family office services.
RECOGNITIONS
Forbes America's Top Wealth Advisors, 2020 - 2024
Forbes Best-in-State Wealth Advisors, 2018 - 2024
Barron's Hall of Fame, 2019
Barron's Top 1200 Financial Advisors, 2018 -2023
Financial Times Top 400 Financial Advisors, 2013 - 2017
COMMUNITY INVOLVEMENT
Board Member, Transpacific Yacht Club
Board Member, Five Acres
Founder, Los Angeles Sailing Foundation
MEDIA & PUBLICATIONS
Gray has been featured or profiled in Forbes, Barron's, Los Angeles Times, and InvestmentNews, among others.