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Sunday, May 19, 2024

Leaders of Influence: Wealth Managers 2024 – Dana Gray

Custom Content by the Los Angeles Business Journal

DANA GRAY
Senior Vice President & Senior Trust Advisor
Northern Trust

Dana Gray is a senior trust advisor in the Century City office of Northern Trust. She is responsible for advising clients on estate planning, wealth transfer techniques and the administration of trusts.

Prior to joining Northern Trust, Gray was a director of strategic planning at Quintile Wealth Management in West Los Angeles, working with high net worth individuals to design their gifting vehicles and comprehensive estate plans. Prior to that, she was a director of strategic planning at myCFO in the Los Angeles office. Gray also worked at Deloitte & Touche, LLP in the Estate, Gift and Trust Group. She also practiced as an attorney specializing in estate planning, drafting and implementing living trusts and representing clients in probate court. She previously served as the co-chair of the Estate Counselors Forum in West Los Angeles.

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