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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