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

Request an Appointment | Contact Me | (214) 954-1900

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.


You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.