The Money Book: Eric Gray

The Money Book: Eric Gray

Merrill Lynch

Managing Director

Years with firm: 17

Assets under management: $8.5 billion

Eric Gray has been advising high-net-worth families for 25 years. He started his career at New England Digital, a computer startup that developed music and digital audio hardware and software. Prior to moving to Merrill Lynch in 2000, Gray was a vice president at Goldman Sachs for eight years working with high-net-worth individuals. He earned his BA from the University of Pennsylvania, and his MBA from UCLA’s Anderson School of Management.

Industry specialization: Portfolio management, asset allocation, and values-based planning.

Deal value range: $25 million and up.

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