Canton, MA (January 3, 2023): Gray Private Wealth, LLC, a leading advisory firm that assists clients in growing, preserving, and protecting wealth, has announced that Amy Alpert, CFP®, APMA® has been promoted to Portfolio Manager.
“Amy has been a key part of our client service team from day one,” said Dan Romano, CPA, PFS, Chief Executive Officer and Chief Compliance Officer of Gray Private Wealth, LLC. “She is always looking to do more for her clients. Her experience and comprehension of current market conditions have provided important insights.”
Alpert joined Gray Private Wealth, LLC in 2021. She is a graduate of Northeastern University, where she earned a Bachelor of Science in Accounting and Finance, and studied for her Certified Financial Planner® charter at Boston University. Amy is also an Accredited Portfolio Management Advisor (APMA).
Founded in 1999, Gray Private Wealth, LLC takes a comprehensive approach to the sophisticated wealth management needs of wealthy individuals and families with tailored asset management and investment strategies that incorporates a broad array of investment, planning and wealth management services. Additional information is available by calling (781) 232-2020 or visiting www.grayprivatewealth.com.
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Media Contact:
Laura Hampe
Marketing Director
(781) 407-0300
lhampe@gggllp.com