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Justin Klunder Named CEO at Gray Private Wealth, LLC

Canton, MA (January 1, 2024):  Gray Private Wealth, LLC, a private wealth management and advisory firm that assists clients with tailored asset management and investment strategies, has announced that Justin Klunder, CFA® has been promoted to Chief Executive Officer (CEO). He had previously served as the firm’s Partner and Chief Investment Officer, a role in

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Austin Russell Promoted at Gray Private Wealth, LLC

Canton, MA (July 13, 2023):  Gray Private Wealth, LLC, a leading advisory firm that assists clients in growing, preserving, and protecting wealth, has announced that Austin Russell, CFP® has been promoted to Portfolio Manager. “Austin has proven himself to be a tremendous asset to our clients and our firm,” said Dan Romano, CPA, PFS, Chief Executive

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Article Intelligence (AI) Technology Investment Banking

Artificial Intelligence and its Role in Portfolio Management

By Stephen V. Kenney, CFA, CFP Gray Private Wealth, LLC Artificial intelligence (AI) has moved rapidly from a futuristic concept in science fiction novels to being a reality that is expected to dramatically increase productivity across much of our economy. Though still early in its development, AI is already changing how we access information, communicate,

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Stephen Kenney Joins Gray Private Wealth as Director of Client Development

Canton, MA (January 9, 2023):  Gray Private Wealth, LLC, a leading advisory firm that assists clients in growing, preserving, and protecting wealth, has announced that Stephen Kenney, CFA®, CFP® has joined the firm as Director of Client Development. Kenney will work to create new opportunities for growth for the firm and its clients. Kenney has

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