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, CIMA®

Financial Advisor

Institutional 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.

As an Institutional Consultant, Taylor 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 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:
  • CT
  • DE
  • FL
  • MA
  • ME
  • NC
  • NJ
  • NY
  • VA


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


  • Institutional Consultant | Portfolio Manager

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

Institutional consulting
Asset allocation
Custom portfolios
Financial planning
Legacy planning
Alternative investments
Sustainable investing
3 Manhattanville Rd
Suite 210
Purchase, NY 10577
  • (914) 287-4721

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