
Eric GrayEric GrayManaging DirectorWealth Partner
Awards and Industry Recognition







Barron's
Forbes
About Eric
Eric Gray is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As the founder of The Elevate Wealth Partners Team, Eric imparts wealth planning guidance and strategic leadership advice to ultra-high-net-worth clients and their families. He draws from more than three decades of experience to address the complexities of their financial affairs so they can pursue the lives and legacies they envision. Clients regard him as a 'thinking partner'—someone whose integrity of character and depth of experience can help them advance their ambitions.
By intentionally focusing on a select number of sophisticated clients, Eric delivers the careful analysis and high-touch service required to help meet the intersecting needs of successful families. In addition to tax-sensitive investment management, wealth transfer and long-term planning that considers family dynamics, he is a conduit to the array of enterprise-wide services that J.P. Morgan offers. These include investment banking, commercial and personal banking, philanthropic guidance and family office services.
Recognizing that the tax situations and time horizons of ultra-high-net-worth clients demand superior care and attention, Eric incorporates a disciplined process designed to address the differentiated challenges of institutional-scaled assets. He forges long-term relationships, which have earned his clients' appreciation for 'looking out for them and after them.' He is dedicated to preserving their privacy and discretion, which are vital components of the team's mandate.
Eric entered the world of financial services at Goldman Sachs, where he was a Vice President serving high-net-worth clients. In 2000, he moved to Merrill Private Wealth Management, where he built The Elevate Wealth Partners Team into the substantial practice it is today. Eric and the team transitioned to J.P. Morgan in 2024. Earlier, he was part of New England Digital, a technology start-up that developed music and digital audio hardware and software.
A graduate of the University of Pennsylvania, Eric obtained an M.B.A. from UCLA's Anderson School of Management. He also attended the New England Conservatory of Music and studied percussion with Arthur Press of the Boston Symphony Orchestra.
Eric's passion for music continues, and he is a Trustee of the New England Conservatory of Music in Boston and Head of its Advancement Committee. He also serves on the board of the Transpacific Yacht Club, where he is Chair of the Finance Committee. Deeply committed to giving back to his community, Eric founded the Los Angeles Sailing Foundation, an organization devoted to serving underprivileged youth by offering sailing scholarships and participation in collegiate regattas.
Eric and his wife live in Manhattan Beach and have two daughters. An active sailor, Eric won his class in both the 2011 and the 2015 Transpacific races from Los Angeles to Hawaii.
Insights

The duties of a trustee
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Insight 8: Work together to build a better world
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The duties of a trustee
August 28, 2026There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
U.S. earnings are exceptional. Stocks are playing catch-up
August 28, 2026Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.Read Now
Money and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read Now
Retirement and estate planning for unmarried couples
August 27, 2026Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read Now
Insight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
How AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read Now
What Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read Now
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now
