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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Canton, MA (December 1, 2023): Gray Private Wealth, LLC, a wealth management and investment advisory firm headquartered in Canton, MA, has announced the retirement of founder and CEO Daniel Romano, CPA, PFS. Romano was one of the founders of Gray Private Wealth, LLC (formerly Gray Equity Management, LLC), which was formed in 1999 to serve
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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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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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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
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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,
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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
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