Dan’s career at Gray, Gray & Gray spanned more than 40 years and included the founding of Gray Private Wealth, LLC. Dan initially joined Gray, Gray & Gray as a Northeastern University intern in 1981 before joining the firm full-time in 1983 and making it his home for the duration of his career. He served the accounting and tax management needs for individuals and a range of corporate clients across multiple industries before transitioning to the private wealth management discipline.

It was under Dan’s leadership that we diversified our offerings, stepping into the realm of private wealth management and asset management services. Recognizing early on the potential for comprehensive financial advisory services, Dan was instrumental in founding the firm’s sister company, Gray Private Wealth, LLC (formerly Gray Equity Management, LLC).

Under Dan’s guidance, Gray Private Wealth flourished due to its innovative strategies and client-focused ethos. As Chief Executive Officer of Gray Private Wealth, LLC, Dan provided practical, real-world guidance to help build wealth and protect assets for both individual and institutional clients, delivering advice on all aspects of financial planning, including investment for retirement, retirement income planning and inter-generational wealth transfers.

During his career Dan earned designations as a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS), and licensed life insurance agent.