Senior Consultant
CurrentProviding access to unique and innovative investment opportunities and tax credit programs, wealth management, and financial planning services.
Sep 2024 - Present
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Brian Gray Email & Phone Number
Senior Financial Advisor
at
Asset Strategy
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Financial Advisor
Location
Greater Boston, United States, United States
Company size
Who is Brian Gray? Overview
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Quick answer
Brian Gray is listed as Senior Financial Advisor at Asset Strategy, a company with 12 employees, based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for Brian Gray.
Brian Gray previously worked as Senior Consultant at Asset Strategy and Senior Financial Advisor at Richardson Financial Services, Inc.. Brian Gray holds Mba, Finance from Babson F.W. Olin Graduate School Of Business.
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Asset Strategy
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Profile bio
About Brian Gray
Brian is a seasoned financial advisor with over 30 years of experience in the financial services industry. Throughout his career, Brian has been a trusted advisor to individuals, families, and institutional clients, providing expert financial planning, wealth management, and investment advisory services. Brian’s extensive background includes key roles at innovative institutions such as State Street Global Advisors (SSgA), Fund Evaluation Group (FEG), Hirtle Callaghan & Co., and Pelagos Capital. He possesses expertise in diverse investment strategies, spanning active quantitative and fundamental equity, smart beta and passive equity, core fixed income, short-duration strategies, hedge fund programs, and private capital investments. For over a decade, Brian has also specialized in delivering outsourced Chief Investment Officer (CIO) services to a wide range of clients.Brian holds a Bachelor of Arts degree from the College of the Holy Cross and graduated summa cum laude from the Olin Graduate School of Business at Babson College. His professional credentials include FINRA licenses: SIE, Series 65, Series 7, and Series 63.
Current workplace
Brian Gray's current company
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Asset Strategy
8 roles · 35 years
Brian Gray work experience
A career timeline built from the work history available for this profile.
Senior Financial Advisor
Provided financial planning and investment strategy oversight services to individuals, families, and small to mid-sized institutions. Brian was an independent advisor to clients and touched many aspects of their financial lives, striving to create the stability and security necessary to achieve financial independence.
Apr 2015 - Jun 2022
Vice President
Provided investment consultant and outsourced Chief Investment Officer (CIO) services to various types of institutional clients.
Apr 2010 - Mar 2015
Investment Officer - New England Region
Managed fiduciary investment programs
Jun 2007 - Apr 2010
Principal
Pelagos Capital Management, Llc
Developed marketing and client development plan for liquid alternative strategies and global asset allocation strategy
2005 - 2007
~2 yrs
Principal
Ssga
Principal of SSgA, Relationship Management for Institutional ClientsSSgA Funds Group - proprietary mutual fund companySSgA Fixed Income GroupSSgA Sales & Marketing Group
May 1991 - Oct 2005
Principal
State Street Global Advisors
Sub-Advisory Relationship Management
1991 - 2005
~14 yrs
Avp
State Street Bank
Investment Strategy Marketing
1991 - 1994
~3 yrs
Team & coworkers
Colleagues at Asset Strategy
Other employees you can reach at assetstrategyrc.com. View company contacts for 12 employees →
TB
Tim Black
Colleague at Asset StrategyNatick, Massachusetts, United States, United States
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DS
David Shepard
Colleague at Asset StrategyNatick, Massachusetts, United States, United States
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BC
Brandon Carr
Colleague at Asset StrategyDedham, Massachusetts, United States, United States
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TB
Tim Black
Colleague at Asset StrategyNatick, Massachusetts, United States, United States
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KF
Kaelan Fitzpatrick, Cfp®
Colleague at Asset StrategyGreater Boston, United States
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JW
Jian Wei Fu, Cfp®, Ea
Colleague at Asset StrategyGreater Boston, United States
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RS
Rosario Salamone, Cima®
Colleague at Asset StrategyBoston, Massachusetts, United States, United States
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CM
Conor Moran
Colleague at Asset StrategyGreater Boston, United States
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Tim Black
Colleague at Asset StrategyNatick, Massachusetts, United States, United States
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DS
David Shepard
Colleague at Asset StrategyNatick, Massachusetts, United States, United States
View →
BC
Brandon Carr
Colleague at Asset StrategyDedham, Massachusetts, United States, United States
View →
TB
Tim Black
Colleague at Asset StrategyNatick, Massachusetts, United States, United States
View →
KF
Kaelan Fitzpatrick, Cfp®
Colleague at Asset StrategyGreater Boston, United States
View →
JW
Jian Wei Fu, Cfp®, Ea
Colleague at Asset StrategyGreater Boston, United States
View →
RS
Rosario Salamone, Cima®
Colleague at Asset StrategyBoston, Massachusetts, United States, United States
View →
CM
Conor Moran
Colleague at Asset StrategyGreater Boston, United States
View →
2 education records
Brian Gray education
Mba, Finance
Bachelor Of Arts, Psychology
FAQ
Frequently asked questions about Brian Gray
Quick answers generated from the profile data available on this page.
What company does Brian Gray work for?
Brian Gray works for Asset Strategy.
What is Brian Gray's role at Asset Strategy?
Brian Gray is listed as Senior Financial Advisor at Asset Strategy.
Where is Brian Gray based?
Brian Gray is based in Greater Boston, United States, United States while working with Asset Strategy.
What companies has Brian Gray worked for?
Brian Gray has worked for Asset Strategy, Richardson Financial Services, Inc., Fund Evaluation Group (Feg), Hirtle, Callaghan & Co., and Pelagos Capital Management, Llc.
Who are Brian Gray's colleagues at Asset Strategy?
Brian Gray's colleagues at Asset Strategy include Tim Black, David Shepard, Brandon Carr, Tim Black, and Kaelan Fitzpatrick, Cfp®.
How can I contact Brian Gray?
You can use AeroLeads to view verified contact signals for Brian Gray at Asset Strategy, including work email, phone, and LinkedIn data when available.
What schools did Brian Gray attend?
Brian Gray holds Mba, Finance from Babson F.W. Olin Graduate School Of Business.
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