Taylor Gray
About Taylor Gray
Taylor Gray serves as the First Vice President of Wealth Management at UBS, bringing over two decades of experience in investment management. He previously held positions at Fieldpoint Private and Analytic Asset Management, and he holds an MBA from New York University and a BA from Colgate University.
Current Role at UBS
Taylor Gray serves as the First Vice President in Wealth Management at UBS. He has been in this position since 2022, working from the White Plains, New York office. In this role, he focuses on developing tailored strategies for clients, ensuring alignment with their immediate and future financial objectives.
Previous Experience at Fieldpoint Private
Before joining UBS, Taylor Gray held the position of Managing Director and Senior Advisor at Fieldpoint Private from 2011 to 2022. During his eleven years in the Greater New York City Area, he provided advisory services and managed client relationships, emphasizing a comprehensive approach to wealth management.
Founding Role at Analytic Asset Management
Taylor Gray co-founded Analytic Asset Management, where he worked from 2001 to 2011. His tenure spanned ten years, during which he contributed to the firm's growth and development in both the Greater New York City Area and Europe, focusing on investment management strategies.
Educational Background
Taylor Gray earned a Master of Business Administration (MBA) in Finance and Accounting from New York University, where he studied from 1981 to 1986. He also holds a Bachelor of Arts (B.A.) in Economics from Colgate University, completing his studies there from 1977 to 1981.
Investment Management Approach
Taylor Gray employs both qualitative and quantitative methods in his investment management practices. He works with individuals and institutions to develop strategies that address immediate needs while also considering long-term financial goals, demonstrating a balanced approach to wealth management.