Wealth PartnersThe Gray-Polverini Group
Awards and Industry Recognition
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Forbes
Barron's
We address the sophisticated needs of legacy families and founders, co-founders and C-suite executives of private and public companies. Our team brings an unparalleled level of service and intensive attention to the details of each scenario. Together with the vast resources of J.P. Morgan, we act as your lead advisor, orchestrating and delivering a full spectrum of wealth management services via a seamless, bespoke experience.
Our team is centered on two complementary offerings that are critical for families of significant wealth to design a path forward that will help you make the best use of your assets.
Multi-generational wealth planning
We serve as your ally and thinking partner to make sure that your wealth management is tailored to your personal values and family dynamics.
> Trust and estates
> Lending
> Personal banking and commercial banking
> Cash and liquidity management
> Philanthropic giving
> Next-gen education
By coordinating with your outside advisors, including estate attorneys and accountants, we help ensure that your financial picture works in concert toward your most important aspirations.
We understand the need to prepare the next generation to be good stewards of your family's wealth and reputation. Our team trains them on best practices to help retain the continuity of your family's legacy.
Investment management
Our investment management approach is tailored for wealthy families, and we have designed a consistent investment process that manages risk, is tax efficient, and leverages esoteric opportunities not commonly available to the typical investor. Our mission is to protect and responsibly grow your portfolio over time.
Investment approach
We build high-end, discretionary models using a range of investment vehicles, including equities, fixed income and alternative investments.
In addition to these foundational strategies, we source innovative investment opportunities tailored to your nuanced and individualized objectives.
We believe that process and discipline are the keys to long-term investment success.
Meet Our Team
Insights
![](http://dynl.mktgcdn.com/p/l6QhxuV4YnT2L9Df1WtuI3F8-wqEMArG4gy6laS4Y_w/1440x810.jpg)
A tale of two markets: Divergence amid the post–Labor Day sell-off
September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read Now![](http://dynl.mktgcdn.com/p/cVUd6--VIRK1ceLbmSc_iJ_-WIqrIAl-FRYmx0bk6JU/1440x810.jpg)
Mind your business: How to keep your company cyber secure
September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now![](http://dynl.mktgcdn.com/p/mQbrAIRc3Vy-XVQhlPnO2KAw_veL1q9Q9o4NzgocV_0/1440x810.jpg)
New York estate planning
September 4, 2024When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now![](http://dynl.mktgcdn.com/p/sTo-JwUa0Bg9XvjFFJByivncYQdhsSxd2KqW1pyd5ms/1440x810.jpg)
Managing cash: Make sure your assets are well protected
September 4, 2024Choosing where and how to hold your cash reserves is an important part of your overall financial strategy.Read Now![](http://dynl.mktgcdn.com/p/uTKYmXXruUpwMEhlu_26KY2NkmUfV8BhpHB8FNcjqNE/1440x810.jpg)
Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market
September 3, 2024The latest Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market explores the outlook for an AI-driven US equity market.Read Now![](http://dynl.mktgcdn.com/p/KliVEQLV4CYvTXZk7hw2i5Wd0SVAHi-rBe0Eo54SCNk/1440x810.jpg)
3 moments that defined August
August 29, 2024As we set course for the upcoming rate cutting cycle, here’s what we learned from August’s highs and lows.Read Now![](http://dynl.mktgcdn.com/p/S_bBeVS72NzJdpFPVtgqQOfA_CaESQGcy5LdgfMaoC4/1440x810.jpg)
The importance of business cash management
August 28, 2024Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read Now![](http://dynl.mktgcdn.com/p/mDTbXbEIfW_0kwf-xbvFlywBqdA1lIIyQXZWfOvGQ9Q/1440x810.jpg)
When is the right time to buy a second home?
August 27, 2024Buying a second home is a big step on your real estate journey. To determine when the time is right, look at your finances, motivations for buying and the housing market.Read Now![](http://dynl.mktgcdn.com/p/vFGi72EXbnQr5yYPCDUnqdJu1N2sw8sgBsOI865qcHk/1440x810.jpg)
Insight 8: Work together to build a better world
August 27, 2024Beyond 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![](http://dynl.mktgcdn.com/p/l6QhxuV4YnT2L9Df1WtuI3F8-wqEMArG4gy6laS4Y_w/1440x810.jpg)
A tale of two markets: Divergence amid the post–Labor Day sell-off
September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read Now![](http://dynl.mktgcdn.com/p/cVUd6--VIRK1ceLbmSc_iJ_-WIqrIAl-FRYmx0bk6JU/1440x810.jpg)
Mind your business: How to keep your company cyber secure
September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now![](http://dynl.mktgcdn.com/p/mQbrAIRc3Vy-XVQhlPnO2KAw_veL1q9Q9o4NzgocV_0/1440x810.jpg)
New York estate planning
September 4, 2024When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now![](http://dynl.mktgcdn.com/p/sTo-JwUa0Bg9XvjFFJByivncYQdhsSxd2KqW1pyd5ms/1440x810.jpg)
Managing cash: Make sure your assets are well protected
September 4, 2024Choosing where and how to hold your cash reserves is an important part of your overall financial strategy.Read Now![](http://dynl.mktgcdn.com/p/uTKYmXXruUpwMEhlu_26KY2NkmUfV8BhpHB8FNcjqNE/1440x810.jpg)
Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market
September 3, 2024The latest Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market explores the outlook for an AI-driven US equity market.Read Now![](http://dynl.mktgcdn.com/p/KliVEQLV4CYvTXZk7hw2i5Wd0SVAHi-rBe0Eo54SCNk/1440x810.jpg)
3 moments that defined August
August 29, 2024As we set course for the upcoming rate cutting cycle, here’s what we learned from August’s highs and lows.Read Now![](http://dynl.mktgcdn.com/p/S_bBeVS72NzJdpFPVtgqQOfA_CaESQGcy5LdgfMaoC4/1440x810.jpg)
The importance of business cash management
August 28, 2024Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read Now![](http://dynl.mktgcdn.com/p/mDTbXbEIfW_0kwf-xbvFlywBqdA1lIIyQXZWfOvGQ9Q/1440x810.jpg)
When is the right time to buy a second home?
August 27, 2024Buying a second home is a big step on your real estate journey. To determine when the time is right, look at your finances, motivations for buying and the housing market.Read Now![](http://dynl.mktgcdn.com/p/vFGi72EXbnQr5yYPCDUnqdJu1N2sw8sgBsOI865qcHk/1440x810.jpg)
Insight 8: Work together to build a better world
August 27, 2024Beyond 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![](http://dynl.mktgcdn.com/p/_NobfLqa0Tuw8Wf6bLeHDLPyBU_z2doPwHX2iZ91dq4/1482x1000.png)