Joseph H. Ray, J.D.
Partner, Managing Director 

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Joseph (Joe) Ray combines the analytical skills developed in his legal practice with a common-sense approach to investing. He focuses on creating portfolios consistent with the client’s desires and comfort level in order to help them reach their financial goals. He believes that communication is the most important issue in modern investing. As stewards of our client’s assets, it is imperative that that such communication and understanding drive an investment process that is attune to a client’s long-term plans and objectives. Joe has over 30 years of experience in equity and fixed income analysis and portfolio management. He practiced corporate and securities law prior to beginning his career as an investment advisor at Gerald L. Ray and Associates, Ltd. and Wealthstreet Investment Advisors, LLC. He earned his J.D. from the University of Texas at Austin and his B.B.A. from Emory University. Joe is married to Alyson and together they have three beautiful daughters.