Justin Klunder Elected Partner at Gray Private Wealth, LLC

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, PFS, Chief Executive Officer and Chief Compliance Officer at Gray Private Wealth. “We are fortunate to have a professional of Justin’s caliber on our team, and our clients will continue to benefit from his insightful advice and guidance.”

Justin joined Gray Private Wealth, LLC (then known as Gray Equity Management, LLC) in 2015 after serving as an investment officer for a Pennsylvania-based investment advisory firm, where he was a member of a small team that managed more than $1 billion in client assets. A graduate of The College of Charleston, Justin is a member of the CFA Institute, the CFA Society of Boston and the CFA Society of Philadelphia.

About Gray Private Wealth, LLC
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 incorporates a broad array of investment, planning and wealth management services. Additional information is available by calling (781) 232-2020 or visiting www.grayprivatewealth.com.

 

# # #

Media Contact:
Laura Hampe
Director of Marketing
(781) 407-0300
lhampe@gggllp.com

Gray Private Wealth, LLC (“GPW”) is an SEC-registered investment adviser.  This material is for informational purposes only, as of the date indicated, is not complete, and is subject to change. Additional information is available upon request. Any opinions expressed herein represent current opinions as of the date of publication only and may change based on market or other conditions. 

This material may contain assumptions that are “forward-looking statements,” which are based on certain assumptions of future events. Actual events are difficult to predict and may differ from those assumed. There can be no assurance that forward-looking statements will materialize or that actual results will not be materially different from those described here.   Certain information herein has been provided by and/or is based on third-party sources and, although believed to be reliable, has not been independently verified, and GPW is not responsible for third-party errors.  No representation is made with respect to the accuracy, completeness or timeliness of information or opinions herein and GPW assumes no obligation to update or revise such information or opinions.

Information presented is for educational purposes only and should not be considered investment advice or an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  All investments involve risk, including risk of loss and are not guaranteed.  Past performance is no guarantee of future results.  There can be no guarantee that GPW will achieve any specific investment objective or level of performance.  GPW does not offer legal or tax advice.  Please consult your investment or tax professional for additional information concerning your specific situation.  Specific companies, industries or securities described are meant to be illustrative of investment style only. Additional information regarding GPW including fees, expenses, and risks of investment, is contained in GPW’s investment advisory agreement, its Form ADV, Form CRS and related disclosure documents and should be reviewed carefully. GPW’s ADV 2A and Form CRS can be accessed via https://adviserinfo.sec.gov/.

Spread the Word

Recent Post

Scroll to Top