Profilo
Mr. Charles G.
Gray, II, is a Partner & Wealth Advisor at SignatureFD LLC.
He leverages over his 30 years of experience in economic strategy and portfolio design to help high-net-worth families have more time to focus on what matters most.
Chuck has advised some of the largest organizations in the financial industry, serving on several elite advisory boards and councils.
He is an inaugural member of the J.P.
Morgan RIA Advisory Council, the Blackrock RIA Advisory Council, the Vanguard RIA Beta Group and a member of the PIMCO Private Client Advisory Board.
He is the founding Chair for FPA of Georgia.
He began his professional career at the investment bank of Lehman.
Additionally, he spent approximately 20 years as principal of PPA Advisory Services, where he also served as the firm chief investment officer.
Additionally, he was one of the twelve founders of the Financial Planners Advisory Council for the Financial Planning Association (FPA).
Mr. Gray is a graduate from the Financial Planner Program at University of Georgia, Terry College of Business and he holds a Bachelor of Business Administration in Finance from Georgia State University.
Posizioni attive di Chuck Gray
| Società | Posizione | Inizio |
|---|---|---|
SignatureFD LLC
SignatureFD LLC Investment ManagersFinance SignatureFD primarily allocates client investment assets among various mutual funds and ETFs (exchange traded funds), on a discretionary basis, in accordance with the client’s designated investment objective(s). | Membro del Comitato di Investimento | 01/09/2013 |
Precedenti posizioni note di Chuck Gray
| Società | Posizione | Fine |
|---|---|---|
The International Association for Financial Planning | Corporate Officer/Principal | 02/01/1999 |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
PPA Advisory Services, Inc.
PPA Advisory Services, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Formazione di Chuck Gray
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
SignatureFD LLC
SignatureFD LLC Investment ManagersFinance SignatureFD primarily allocates client investment assets among various mutual funds and ETFs (exchange traded funds), on a discretionary basis, in accordance with the client’s designated investment objective(s). | Finance |
The International Association for Financial Planning | |
PPA Advisory Services, Inc.
PPA Advisory Services, Inc. Investment ManagersFinance Provides investment advice | Finance |
J. Mack Robinson College of Business
J. Mack Robinson College of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















