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Grayson Gaines, Cfa Email & Phone Number
Managing Director
at
Offit Capital
1 work email found
@offitcapital.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director
Location
Los Angeles, California, United States
Company size
Who is Grayson Gaines, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Grayson Gaines, Cfa is listed as Managing Director at Offit Capital, a with 48 employees, based in Los Angeles, California, United States. AeroLeads shows a work email signal at offitcapital.com and a matched LinkedIn profile for Grayson Gaines, Cfa.
Grayson Gaines, Cfa previously worked as Senior Vice President at Offit Capital and Vice President at Offit Capital Advisors. Grayson Gaines, Cfa holds Bachelor’S Degree, Business Administration With Honors ; Bachelor'S Degree, Accounting, 3.67 from University Of Southern California.
Company email context
Email format at Offit Capital
This section adds company-level context without repeating Grayson Gaines, Cfa's masked contact details.
*@offitcapital.com
71% confidence
AeroLeads found 1 current-domain work email signal for Grayson Gaines, Cfa. Compare company email patterns before reaching out.
Profile bio
About Grayson Gaines, Cfa
Grayson Gaines, Cfa is a Managing Director at Offit Capital. He possess expertise in investments, finance, portfolio management, hedge funds, mutual funds and 5 more skills.
Listed skills include Investments, Finance, Portfolio Management, Hedge Funds, and 6 others.
Current workplace
Grayson Gaines, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Offit Capital
8 roles
Grayson Gaines, Cfa work experience
A career timeline built from the work history available for this profile.
Senior Vice President
Vice President
Dec 2018 - Dec 2023
Associate
Aug 2014 - Dec 2018
Private Client Associate
-Worked directly with high net worth clients and prospects in all aspects of client servicing-Analyzed clients’ balance sheets, spending needs, long-term wealth targets, time horizon, tax and liquidity constraints, and ran Monte Carlo simulations to determine recommended strategic asset allocations-Provided service and support to financial advisors in functions such as portfolio analysis, asset allocation advice, account creation and maintenance, and meeting preparation
Jun 2013 - Jun 2014
Operations Associate
Sb Capital Management, Inc.
-Supported the portfolio manager in all aspects of client portfolios and updated internal fund models-Generated, audited and distributed over 200 client performance reports on a quarterly basis-Daily, monthly, and quarterly maintenance of cost basis, pricing of investments, securities and accounts
Mar 2012 - Jun 2013
Portfolio Accountant - Special Operations
-Managed and audited 230 accounts with approximately $4.8 billion in AUM (average account $21M) -Reconciled derivative portfolios, including option trades and futures contracts daily-Verified cash activity and trade transactions with portfolio managers and custodians-Generated and distributed portfolio performance reports to upper management monthly
May 2011 - Jan 2012
Portfolio Accountant - Overlayone
-Daily reconciliation of cash and security variances for 8,000 accounts with approximately $6.4 billion in AUM (average account $750K)-Assisted portfolio managers, traders, and the account service group with all account-related inquiries and discrepancies including cash activity, opening and closing accounts, and trade settlement-Resolved position and trade breaks with custodians and trading / portfolio management departments
Jan 2010 - May 2011
Team & coworkers
Colleagues at Offit Capital
Other employees you can reach at offitcapital.com. View company contacts for 48 employees →
JG
Jeff Greenwald, Cfa
Colleague at Offit CapitalNew York, United States
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LH
Lathan Hutchinson
Colleague at Offit CapitalNew York, United States
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WD
Will Dixon
Colleague at Offit CapitalNew York, United States
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KB
Kevin Buchert
Colleague at Offit CapitalNew York, United States
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ZS
Zachary Slutsky
Colleague at Offit CapitalStony Brook, New York, United States
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VK
Victoria Koyfman
Colleague at Offit CapitalBrooklyn, New York, United States
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EA
Eytan Abergel
Colleague at Offit CapitalNew York City Metropolitan Area, United States
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IM
Ian Mcguire
Colleague at Offit CapitalNew York, United States
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NA
Nehal Adhikari
Colleague at Offit CapitalNew York, United States
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PF
Patrick Falkoff, Cfa
Colleague at Offit CapitalNew York, United States
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Jeff Greenwald, Cfa
Colleague at Offit CapitalNew York, United States
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LH
Lathan Hutchinson
Colleague at Offit CapitalNew York, United States
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WD
Will Dixon
Colleague at Offit CapitalNew York, United States
View →
KB
Kevin Buchert
Colleague at Offit CapitalNew York, United States
View →
ZS
Zachary Slutsky
Colleague at Offit CapitalStony Brook, New York, United States
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VK
Victoria Koyfman
Colleague at Offit CapitalBrooklyn, New York, United States
View →
EA
Eytan Abergel
Colleague at Offit CapitalNew York City Metropolitan Area, United States
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IM
Ian Mcguire
Colleague at Offit CapitalNew York, United States
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NA
Nehal Adhikari
Colleague at Offit CapitalNew York, United States
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PF
Patrick Falkoff, Cfa
Colleague at Offit CapitalNew York, United States
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1 education record
Grayson Gaines, Cfa education
FAQ
Frequently asked questions about Grayson Gaines, Cfa
Quick answers generated from the profile data available on this page.
What company does Grayson Gaines, Cfa work for?
Grayson Gaines, Cfa works for Offit Capital.
What is Grayson Gaines, Cfa's role at Offit Capital?
Grayson Gaines, Cfa is listed as Managing Director at Offit Capital.
What is Grayson Gaines, Cfa's email address?
AeroLeads has found 1 work email signal at @offitcapital.com for Grayson Gaines, Cfa at Offit Capital.
Where is Grayson Gaines, Cfa based?
Grayson Gaines, Cfa is based in Los Angeles, California, United States while working with Offit Capital.
What companies has Grayson Gaines, Cfa worked for?
Grayson Gaines, Cfa has worked for Offit Capital, Offit Capital Advisors, Bernstein Global Wealth Management, Sb Capital Management, Inc., and Parametric Portfolio Associates.
Who are Grayson Gaines, Cfa's colleagues at Offit Capital?
Grayson Gaines, Cfa's colleagues at Offit Capital include Jeff Greenwald, Cfa, Lathan Hutchinson, Will Dixon, Kevin Buchert, and Zachary Slutsky.
How can I contact Grayson Gaines, Cfa?
You can use AeroLeads to view verified contact signals for Grayson Gaines, Cfa at Offit Capital, including work email, phone, and LinkedIn data when available.
What schools did Grayson Gaines, Cfa attend?
Grayson Gaines, Cfa holds Bachelor’S Degree, Business Administration With Honors ; Bachelor'S Degree, Accounting, 3.67 from University Of Southern California.
What skills is Grayson Gaines, Cfa known for?
Grayson Gaines, Cfa is listed with skills including Investments, Finance, Portfolio Management, Hedge Funds, Mutual Funds, Asset Management, Financial Analysis, and Asset Allocation.
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