Gray Private Wealth, LLC

Justin Klunder is a CFA® charterholder and holds the Series 66 designation, with 11 years of experience in the financial advisory industry. He has worked at 1st Global Advisors, Inc. and 1st Global Capital Corp. before joining Gray Private Wealth, LLC in 2015, where he currently serves as a financial advisor. Gray Private Wealth provides discretionary and non-discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, foundations, corporations, and other entities. The firm manages tailored advisory relationships and approximately $465 million in assets, offering personalized investment policies, strategic asset allocations, and a range of investment vehicles including mutual funds, ETFs, and third-party managers.

Amy Alpert is a CFP® and holds a Series 66 license, with eight years of industry experience. She has worked at Gray Private Wealth, LLC since 2021 and previously held roles at R Miller and Associates, New England Private Wealth Advisors, and New England Investment and Retirement Group. Gray Private Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, foundations, and corporations. The firm manages approximately $465 million across about 279 households, offering personalized investment policies and diversified strategies that include mutual funds, ETFs, separately managed accounts, and alternative investments.

Austin Russell is a CFP® professional with two years of industry experience, currently serving at Gray Private Wealth, LLC since 2018. His prior work includes roles at Lifetime Financial Growth and Motorcycles of Manchester. Gray Private Wealth provides discretionary and non-discretionary investment management and financial planning services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $465 million across about 279 households and employs personalized investment policies using mutual funds, ETFs, separately managed accounts, and third-party managers.