Mike Gray
Principal at CAPTRUST
- Role
- Principal at CAPTRUST
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Mike Gray
My focus is providing comprehensive wealth management to high net worth families, private…
Experience
Principal
Jan 2020 — Present · Raleigh-Durham-Chapel Hill, NC, US
Education
University of Kentucky
BS Accounting BA Finance
1976 — 1981
University of Kentucky
Finance
1976 — 1981
Skills
- Financial Services
- Investment Advisory
- Wealth Management
- Financial Analysis
- Wealth Management Services
- Estate Planning
- 401k
- Retirement Planning
- Retirement Plan Consulting
- Series 7
- Retirement
- Strategic Financial Planning
- Financial Modeling
- Investments
- Financial Advisory
- Asset Managment
- Fiduciary
- Finance
- Qualified Retirement Plans
- Mutual Funds
- Asset Allocation
- Risk Management
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