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The Gray Team oversees approximately $8B in assets as of May 1, 2016 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.
*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 leads the Gray Group within the Private Banking and Investment Group at Merrill Lynch. As of May 1, 2016, the Gray Group oversees more than $8 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 1,200 Financial Advisors every year from 2010 - 20151 and was recently named a Financial Times Top 400 advisor in 2013, 2014, and 20152.
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.
1Source: Barron’s Top 100 Advisors in 2016: April 15, 2016. For information about the selection criteria, go to Barron’s Top Financial Advisors page. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron’s list consisted of 100 advisors.
1Source: Barron’s “America’s Top 1,200 Advisors: State-by-State” list, February 23, 2015. For information about the selection criteria, go to Barron’s Top Financial Advisors page. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron’s list consisted of 1,000 advisors.
2Source: The Financial Times Top 400 Financial Advisors (FT 400) is an independent listing produced by the Financial Times (March, 2015). The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400.
Eric Gray is registered to do business in : AZ, CA, CO, CT, DE, FL, GA, ID, IL, KY, MA, MD, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA
Lance has been working in the financial services industry since 2006, 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.
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.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and other subsidiaries of Bank of America Corporation.
The Private Banking and Investment Group is a division of MLPF&S that offers a broad array of personalized wealth management products and services. Both brokerage and investment advisory services (including financial planning) are offered by the Group's Private Wealth Advisors through MLPF&S, a registered broker-dealer and registered investment adviser. The nature and degree of advice and assistance provided, the fees charged, and client rights and Merrill Lynch's obligations will differ among these services. Investments involve risk, including the possible loss of principal investment.
The banking, credit and trust services sold by the Group's Private Wealth Advisors are offered by licensed banks and trust companies, including Bank of America, N.A., Member FDIC, and other affiliated banks.
MLPF&S is a registered broker-dealer and registered investment adviser, Member SIPC and wholly owned subsidiary of Bank of America Corporation.
Investment products offered through MLPF&S and insurance and annuity products offered through Merrill Lynch Life Agency Inc.:
Merrill Lynch Life Agency Inc. is a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.