Brian Gray

Brian Gray

Senior Financial Advisor

Brian joined Richardson Financial Services, Inc. in 2015 as a Senior Financial Advisor. Prior to joining the Firm, he spent more than two decades in the investment services industry where he worked with individuals, as well as institutional investors, on asset allocation planning, portfolio structure & design, and investment manager selection in alignment with their objectives. Over the course of his career, Brian worked with advanced investment products across asset classes.

Brian ‘s approach to financial planning is thoughtful and analytical. He takes time to get to know his clients’ immediate and longer-term objectives and draws upon his deep investment knowledge and skills in the construction of personalized financial plans.

Prior to joining Richardson Financial Services, Inc. Brian worked at the Fund Evaluation Group, Hirtle, Callaghan & Co., Pelagos Capital Management, LLC, and State Street Global Advisors. Brian earned his MBA from the F.W. Olin Graduate School of Business at Babson College, and his undergraduate degree in Psychology from the College of the Holy Cross.

Brian and his wife are enjoying their busy family schedule and skiing, soccer, and bicycling in their free time.  He is an active member of his community as the President of the Medway Foundation for Education and spent several years as a coach for Medway Youth Soccer.


Registered Representative of JW Cole Financial, Inc.