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Taylor Gray, CIMA®

Financial Advisor

Institutional Consultant | Portfolio Manager

Taylor Gray is a financial advisor at UBS Financial Services based in Purchase, NY with decades of experience in the financial services industry.  He specializes in wealth management and investment strategies tailored for foundations, families and entrepreneurs.

Gray is also known for his volunteer work with nonprofit organizations, offering strategic / knowledge based advice, particularly in helping organizations establish measurable outcomes in support of their missions.

In his role at UBS, Gray manages portfolios and advises on investment strategies aimed at  balancing expected risk (volatility) and returns to align with the missions and goals of his clients.   He is a Certified Investment Management Analyst (CIMA®) certificant, further enhancing his advisory practice.

Taylor and his wife Kathy reside in New Rochelle, NY.

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

Education

  • Master of Business Administration in Finance and Accounting, New York University Stern School of Business
  • Investment Management Theory & Practice (for CIMA®), Yale School of Management
  • Bachelor of Arts in Economics, Colgate University

Credentials

  • Institutional Consultant | Portfolio Manager
  • Certified Investment Management Analyst®

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
3 Manhattanville Rd
Suite 210
Purchase, NY 10577
  • (914) 287-4721

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