Eric A Gray, Private Wealth Advisor

Eric Gray ( view profile )
Private Wealth Advisor

(310) 407-3979

Kathya Naranjo ( view profile )
Sr Private Wealth Assoc

(310) 407-3977

Lance Polverini ( view profile )
Sr Financial Analyst

(310) 407-3983

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Eric  Gray

Eric A Gray 

Managing Director-Wealth Management
Private Wealth Advisor

Floor No. 11

Phone(310) 407-3979

Team Philosophy

The Gray Team oversees approximately $6B in assets as of August 2013 for 30 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.

Specialized Services:

  • Pre-IPO and Pre-Merger Planning
  • Security-Based Lending/Home Financing
  • 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.

Eric Gray

Private Wealth Advisor

Eric leads the Gray Group within the Private Banking and Investment Group at Merrill Lynch. As of July 2013, the Gray Group oversees more than $6 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 (Apil 15, 2013) in 2010, 2011, and 2012, a Registered Representative Top 100 in 2010 and 2011, and was recently named a Financial Times Top 400 advisor in 2013.

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

Kathya Naranjo

Sr Private Wealth Assoc

Kathya is the team's senior associate. She has specialized 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.

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.


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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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