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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

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

Canton, MA (January 12, 2021):  Justin Klunder, CFA, has been elected a partner at Gray Private Wealth, LLC, a wealth management firm. “Justin represents the finest example of a forward-looking personal financial management advisor who is well-prepared to cope with a financial market that is evolving at an increasingly rapid pace,” said Daniel Romano, CPA,

Canton, MA (January 1, 2021): Gray Equity Management, LLC, the wealth management affiliate of Gray, Gray & Gray, LLP, has entered 2021 under a new name:  Gray Private Wealth, LLC. The rebranding includes a new logo and corporate colors, with a reinterpretation of the firm’s name into a single word – “gray” – that is simple