John Gray

John Gray
Investment Manager

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

About me

Background

I’ve been in the investment management business for over 20 years—with previous experience at Citibank, PNC Bank, and Key Bank—and have extensive experience investing towards institutional and high-net-worth clients' objectives using fixed income ladders, individual blue chip quality equities, and mutual funds to diversify the equity weightings of portfolios. I’ve passed the Pennsylvania life and health insurance exams, completed the Cannon Trust School level one, and finished the classes required for obtaining the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation.

Education

Bachelor of Science in Management
Indiana University 1987 1991
Masters in Business Administration
Arizona State University 1994 1996

Personal Interests

I grew up in Pittsburgh and New England, did undergraduate work at Indiana University, and received my MBA from Arizona State University.

Specialties

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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