Gerald Ray, CFA®

Gerald Ray has five decades of experience in the financial services industry. Prior to becoming a partner at Beacon Pointe Advisors, Gerald was the founder of Gerald L. Ray & Associates, Ltd. and a partner at Wealthstreet Investment Advisors, LLC. His extensive experience includes portfolio management for both institutions and private clients. Gerald values sound investment advice and focuses on maintaining long lasting relationships with clients. He is a Chartered Financial Analyst and one of the region’s most respected investment advisors. He is a member of the Investment Company Institute, as well as Past Co-Chair of the National Conference for Investment Analysts. Gerald holds an M.B.A. from the Wharton School of Finance and a B.B.A. from Texas A&M University. Outside of the office, Gerald enjoys spending time with his family and friends, and you will often find him flying his plane to his beloved Aggieland.

 

*While Mr. Gerald Ray is not an employee of Beacon Pointe Advisors, LLC, he indirectly owns equity in the firm. 

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