Eric A Gray, Private Wealth Advisor

Eric Gray ( view profile )
Private Wealth Advisor

(310) 407-3979

Lance Polverini ( view profile )
Sr Financial Analyst

(310) 407-3983

Kathya Naranjo ( view profile )
Sr Private Wealth Assoc

(310) 407-3977

Drew Sapede ( view profile )
Reg Financial Analyst

(310) 407-3991

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Eric  Gray

Eric A Gray 

Managing Director-Wealth Management
Private Wealth Advisor

2049 CENTURY PARK EAST 
Floor No. 11
LOS ANGELES, CA 90067 

Phone(310) 407-3979

Team Philosophy

The Gray Team oversees approximately $9B in assets as of August 2014 for 35 entrepreneurs and wealthy families. We help clients reach their goals through a disciplined wealth management program anchored by their values. We collaborate with clients and their advisory team to develop an integrated approach where investment performance, a thoughtful estate strategy, and family dynamics guide the decision-making process.

Our team determines clients’ needs and preferences and develops customized strategies that leverage the extensive financial platform of Merrill Lynch. We provide high quality personalized service and help clients realize their personal vision.

We address such keys areas as estate and trust planning strategies, asset management, liabilities, cash and single stock risk. We also manage equity and fixed income portfolios directly for clients.

Service Focus:

  • Pre-IPO and Pre-Merger Planning
  • Security-Based Lending/Home Financing through Bank of America, N.A
  • Asset Allocation**
  • Consulting/Manager Searches
  • Alternative Investments*/Private Equity
  • Financial Services for Nonprofits
  • Financial Education for Young Adults
  • Family Meetings


________________________________________

*Some or all alternative investments may not be suitable for certain investors.

**Asset Allocation does not ensure a profit or protect against loss in declining markets.

Eric Gray

Private Wealth Advisor

Eric leads the Gray Group within the Private Banking and Investment Group at Merrill Lynch. As of August 2014, the Gray Group oversees more than $9 billion in assets for entrepreneurs and wealthy families.

Eric has been a professional in the financial services industry since 1992. Prior to joining Merrill Lynch, he was with Goldman Sachs in the Private Client Group. He earned an MBA in finance and marketing from the Anderson School of Management at UCLA.

Eric was named as one of the Barron’s Top Financial Advisors (April, 2014) in 2010, 2011, 2012, 2013 and 2014 a Registered Representative Top 100 (October, 2011) in 2010 and 2011, and was recently named a Financial Times Top 400 advisors (March, 2014) in 2013 and 2014.

Prior to business school, Eric worked for seven years with a start-up computer company that pioneered the development of digital audio and computer technology for film and music production.

Eric earned his BA from the University of Pennsylvania, and also studied percussion with Arthur Press of the Boston Symphony Orchestra and at the New England Conservatory.

Eric is also the founder of the Los Angeles Sailing Foundation, a 501(c)3 dedicated to teach sailing to underprivileged children, and is a Staff Commodore at the Los Angeles Yacht Club. In 2011, Eric took 1st in class in the Transpac sailboat race from Los Angeles to Hawaii.

Eric lives with his wife and two daughters in Manhattan Beach, California.

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Eric Gray is registered to do business in:AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, KY, MA, MD, NC, NH, NJ, NM, NV, NY, OH, SC, TX, VA, WA
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Lance Polverini

Sr Financial Analyst

Lance has been working in the financial services industry for 6 years, which includes extensive research experience in international oil markets and Latin American economies. He obtained his B.A. in Political Science from University of California Berkeley and his M.Sc. from the London School of Economics. He holds the Chartered Financial Analyst® (CFA®) designation from the CFA Institute.

*Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute.

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Kathya Naranjo

Sr Private Wealth Assoc

Kathya is the team's senior associate. She has focused in private client services throughout her 25+ years in the financial industry. She is responsible for account administration, movement of funds, 105b-1 plan administration and trading. She is involved in various philanthropic causes including L.A. Regional Food Bank and St. Jude’s Children Hospital. Kathya is fluent in Spanish.
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Drew Sapede

Reg Financial Analyst

Drew is a registered financial analyst with the team. He has been in the finacial services industry since 2008 and has been working with Merrill Lynch since 2013. He focuses primarily on asset allocation, financial/wealth planning, client service, and administrative support. Drew obtained his B.A. in Finance from Quinnipiac University with a minor in Economics. Drew was born and raised in Babylon, NY. He currently resides in Marina Del Rey, CA with his wife Michelle. Drew enjoys surfing and is an avid amateur boxer.
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Eric Gray is registered to do business in:AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, KY, MA, MD, NC, NH, NJ, NM, NV, NY, OH, SC, TX, VA, WA

For questions regarding registration information please contact your Financial Advisor.
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