Jerry Gray, CFA
Senior Portfolio Manager, Managing Director
Cleveland, OH
Jerry is a Senior Portfolio Manager at MAI. He served as MAI's Chief Investment Officer from 1999 to 2014 and as Co-CIO with John Zaller in 2015. Jerry helps coordinate and develop platforms for which MAI can serve its high net worth clients. He also constructs portfolios comprised of publicly and privately traded securities tailored to individual clients’ financial and tax situations.
Jerry's previous work experience includes serving as Vice President, Senior Trust Officer and Investment Analyst for National City Bank.
Jerry graduated from the State University of New York Albany with a BA and earned his MBA in Finance from Georgia State University. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Cleveland.