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Eric Gray

Private Wealth Advisors

CENTURY PLAZA TOWERS

2049 CENTURY PARK EAST, FLOOR 11

LOS ANGELES, CA 90067

310.407.3979

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About us

Team Philosophy

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.

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


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*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.

Meet the team

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Eric Gray

Managing Director - Wealth Management

Private Wealth Advisor

310.407.3979

310.407.3979

eric_gray@ml.com

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Lance Polverini

Vice President

Sr. Private Wealth Relationship Manager

310.407.3983

310.407.3983

lance_polverini@ml.com

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Drew Sapede

Private Wealth Analyst Relationship Management

310.407.3991

310.407.3991

drew.sapede@ml.com

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Meet the team

Eric Gray

Managing Director - Wealth Management

Private Wealth Advisor

310.407.3979

310.407.3979

eric_gray@ml.com

Add to address book

Read Bio

Lance Polverini

Vice President

Sr. Private Wealth Relationship Manager

310.407.3983

310.407.3983

lance_polverini@ml.com

Add to address book

Read Bio

Drew Sapede

Private Wealth Analyst Relationship Management

310.407.3991

310.407.3991

drew.sapede@ml.com

Add to address book

Read Bio