Insight-based advice

It's more important than ever to choose the right advisors to help guide your foundation or endowment. We are experienced wealth managers who have a deep understanding of the nonprofit world and the challenges it faces today. With our access to the diverse philanthropic and institutional resources of UBS, we can help identify investment strategies designed to minimize risk while maintaining a keen awareness of your organization's vision and mission.

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Taylor Gray

Financial Advisor

Endowment & Foundation Consultant | Portfolio Manager

Taylor’s range of experiences and passion for learning serve as the basis for his qualitative and quantitative approach to investment management and philanthropic engagement. 

Early in his career, Taylor had a role in systems implementation at JPMorgan, pioneering the use of PCs for backend information analysis.  A move to BankBoston provided opportunities to be a business unit CFO and refine the bank’s global cost allocation program which was critical to business unit Economic Value-Added (EVA) measurement.  Taylor returned to New York to co-found Analytic Asset Management with his father where they managed investment portfolios for HNW and Institutional clients while Taylor additionally managed all operational, compliance and administrative aspects of the business.  Taylor and his partners sold their firm to Fieldpoint Private where he remained for a decade before joining UBS in 2022.

Taylor is associated with UBS Institutional Consulting as an Endowment & Foundation Consultant.  This group is comprised of highly experienced and credentialed industry professionals who are focused on working with institutions.   He brings to bear his extensive experience - both as an institutional RIA and as Trustee and Treasurer of a private foundation - and is versed in the fiduciary requirements of UPMIFA, grantmaking, and annual audit readiness and regulatory disclosure.  Taylor is a thought leader regarding optimizing and utilizing third-party charity measurement platforms such as Charity Navigator and Candid’s GuideStar.

As a Portfolio Manager, Taylor brings 20+ years of discretionary investment experience to bear via UBS’ Portfolio Management Program which places a select group of qualified FAs in the role of a client’s personal portfolio manager.  As a PM, he provides nimble, efficient decision making on his client's behalf by designing and delivering customizable investment strategies that can be tailored to individual preferences and needs.

Registered States:
  • CA
  • CT
  • DE
  • FL
  • MA
  • MN
  • NC
  • NJ
  • NY
  • VA

Education

  • Master of Business Administration in Finance and Accounting, New York University Stern School of Business
  • Bachelor of Arts in Economics, Colgate University

Credentials

  • Endowment & Foundation Consultant | Portfolio Manager

Our mission is to help you optimize your goals and attain an enhanced outcome in matters related to:

Philanthropy
Institutional consulting
Asset allocation
Custom portfolios
Financial planning
Legacy planning
Alternative investments
Sustainable investing
709 Westchester Avenue
Suite 400
White Plains, NY 10604
  • (914) 761-6800

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The answer to planning your future

Now that you’re in a good position to plan for your future, you probably have lots of questions. But asking family, friends or the internet for guidance usually leaves you with more questions than answers. That’s why we offer online financial guides that, before anything else, ask you a question: What are your goals?

Visit the site or get in touch. The earlier you start planning your future, the more your money can do for you, your family and the world.

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