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 the wealth management and investment advisory needs of high-net-worth individuals and families. He served as the firm’s initial Managing Partner before being named Chief Executive Officer.
Romano initially joined Gray, Gray & Gray, LLP, the accounting firm that is the sister company of Gray Private Wealth, as a Northeastern University intern in 1981, and was hired in a full-time position in 1983. He served the accounting and tax management needs for individuals and a range of corporate clients across multiple industries before transitioning to the private wealth management discipline.
Dan Romano is a native of Framingham, MA, where he and his family still reside.
“Dan has always had his eye on the future, both for our clients and our firm,” said James DeLeo, CPA, MBA/MST, Gray, Gray & Gray’s Leading Partner. “His insights into the changing financial landscape were of tremendous value to clients of Gray Private Wealth, and have helped our entire organization to adapt and thrive as the financial world continues to evolve.”
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 incorporate 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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