Daniel C. Romano, CPA, PFS

Dan was the founder and guiding light for Gray Private Wealth, LLC, establishing the independent investment, wealth and asset management firm (as Gray Equity Management, LLC) in 1999. Initially serving as Managing Director, he later assumed the dual roles of Chief Executive Officer and Chief Compliance Officer.

Under Dan’s guidance, Gray Private Wealth flourished due to its innovative strategies and client-focused ethos. He took pride in providing practical, real-world guidance to help build wealth and protect assets for both individual and institutional clients. This included advice and guidance on all aspects of financial planning, including investment for retirement, retirement income planning and inter-generational wealth transfers.

Dan began his career at our sister company, Gray, Gray & Gray, LLP, as a Northeastern University intern in 1981 before joining the firm full-time 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.

During his career Dan earned designations as a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS), and licensed life insurance agent.