![Chuck Gray](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Mr. Charles G.
Gray, II, is a Partner, Wealth Advisor & Director at SignatureFD LLC.
He leverages over his 30 years of experience in economic strategy and portfolio design to help high-net-worth families have more time to focus on what matters most.
Chuck has advised some of the largest organizations in the financial industry, serving on several elite advisory boards and councils.
He is an inaugural member of the J.P.
Morgan RIA Advisory Council, the Blackrock RIA Advisory Council, the Vanguard RIA Beta Group and a member of the PIMCO Private Client Advisory Board.
He is the founding Chair for FPA of Georgia.
He began his professional career at the investment bank of Lehman.
Additionally, he spent approximately 20 years as principal of PPA Advisory Services, where he also served as the firm chief investment officer.
Additionally, he was one of the twelve founders of the Financial Planners Advisory Council for the Financial Planning Association (FPA).
Mr. Gray is a graduate from the Financial Planner Program at University of Georgia, Terry College of Business and he holds a Bachelor of Business Administration in Finance from Georgia State University.
Chuck Gray active positions
Companies | Position | Start |
---|---|---|
SignatureFD LLC
![]() SignatureFD LLC Investment ManagersFinance SignatureFD LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by David S. Fisher and Douglas W. Liptak in 1997. SignatureFD provides discretionary wealth management services on a fee basis to individuals, business entities, trusts, estates and charitable organizations. | Investment Committee Member | 2013-08-31 |
Former positions of Chuck Gray
Companies | Position | End |
---|---|---|
The International Association for Financial Planning | Corporate Officer/Principal | 1999-01-01 |
Lehman Brothers, Inc.
![]() Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Corporate Officer/Principal | - |
PPA Advisory Services, Inc.
![]() PPA Advisory Services, Inc. Investment ManagersFinance Part of Corporate Charities, Inc., PPA Advisory Services, Inc. provides investment advice. The company is based in Roswell, GA. | Corporate Officer/Principal | - |
Training of Chuck Gray
J. Mack Robinson College of Business | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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SignatureFD LLC
![]() SignatureFD LLC Investment ManagersFinance SignatureFD LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by David S. Fisher and Douglas W. Liptak in 1997. SignatureFD provides discretionary wealth management services on a fee basis to individuals, business entities, trusts, estates and charitable organizations. | Finance |
PPA Advisory Services, Inc.
![]() PPA Advisory Services, Inc. Investment ManagersFinance Part of Corporate Charities, Inc., PPA Advisory Services, Inc. provides investment advice. The company is based in Roswell, GA. | Finance |
The International Association for Financial Planning | |
Lehman Brothers, Inc.
![]() Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
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