
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

Toto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read Now
US-Canada trade escalation: Why autos and oil matter more than today’s tariffs
September 2, 2026U.S.–Canada tariffs may have limited near-term economic impacts, but a further shift in policy – especially in autos or energy – could complicate the inflation and growth outlook.Read Now
New York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now
Should you convert your traditional IRA to a Roth IRA?
September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read Now
Financial advisor checklist: Questions to consider before talking to your advisor
August 31, 2026Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read Now
How to unlock cash from the Great Wealth Transfer without selling assets
August 31, 2026Great Wealth Transfer heirs may face urgent cash needs that lead them to sell assets prematurely. But a strategic borrowing approach can help preserve your inheritance.Read Now
Women in philanthropy: A transformative force in light of the Great Wealth Transfer
August 31, 2026The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read Now
Year-end planning for business owners
August 31, 2026Proactive year-end planning may help business owners reduce their tax bill, identify potential deductions and set their businesses up for a profitable new year.Read Now
Mind your business: How to keep your company cybersecure
August 31, 2026Cybercrime is rising. Learn practical steps to strengthen your business cybersecurity plan, protect accounts and data, and reduce the risks of phishing and ransomware.Read Now
Toto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read Now
US-Canada trade escalation: Why autos and oil matter more than today’s tariffs
September 2, 2026U.S.–Canada tariffs may have limited near-term economic impacts, but a further shift in policy – especially in autos or energy – could complicate the inflation and growth outlook.Read Now
New York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now
Should you convert your traditional IRA to a Roth IRA?
September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read Now
Financial advisor checklist: Questions to consider before talking to your advisor
August 31, 2026Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read Now
How to unlock cash from the Great Wealth Transfer without selling assets
August 31, 2026Great Wealth Transfer heirs may face urgent cash needs that lead them to sell assets prematurely. But a strategic borrowing approach can help preserve your inheritance.Read Now
Women in philanthropy: A transformative force in light of the Great Wealth Transfer
August 31, 2026The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read Now
Year-end planning for business owners
August 31, 2026Proactive year-end planning may help business owners reduce their tax bill, identify potential deductions and set their businesses up for a profitable new year.Read Now
Mind your business: How to keep your company cybersecure
August 31, 2026Cybercrime is rising. Learn practical steps to strengthen your business cybersecurity plan, protect accounts and data, and reduce the risks of phishing and ransomware.Read Now
