Profile
Mr. Charles G.
Gray, II, is a Partner & Wealth Advisor 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 primarily allocates client investment assets among various mutual funds and ETFs (exchange traded funds), on a discretionary basis, in accordance with the client’s designated investment objective(s). | 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 Provides investment banking services | Corporate Officer/Principal | - |
PPA Advisory Services, Inc.
PPA Advisory Services, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Training of Chuck Gray
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
SignatureFD LLC
SignatureFD LLC Investment ManagersFinance SignatureFD primarily allocates client investment assets among various mutual funds and ETFs (exchange traded funds), on a discretionary basis, in accordance with the client’s designated investment objective(s). | Finance |
The International Association for Financial Planning | |
PPA Advisory Services, Inc.
PPA Advisory Services, Inc. Investment ManagersFinance Provides investment advice | Finance |
J. Mack Robinson College of Business
J. Mack Robinson College of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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