View in portrait for best experience

Kyle Gray

Advisor

CFP®, CFA

Kyle Gray strongly believes that wealth management and financial planning work best when we balance the “math answer” and the “human answer.”  

Kyle is a firm believer that academic and technically sound recommendations serve as a great starting point. However, when we are at our best, we also truly know our clients on a deep level and can help shape a strategy that also “feels right” for our clients. Kyle takes great pride in the trust clients give him to manage their wealth and strives to help all his clients find this intersection of their feelings and their finances. 

Kyle joined Moneta after working more than a decade in portfolio management, investment research, and as an advisor at some of the largest financial institutions in the world. He has always resisted the sales culture and limited scope of planning that is often indicative of these largest firms. Joining Moneta was a no-brainer as the firm has all the resources and expertise of a large shop but also gave advisors the flexibility to work with clients in their own unique way. Kyle now serves a smaller, exclusive group of affluent families by acting as a one-stop-shop to help navigate life’s complexity and manage their family’s wealth. 

Kyle earned his professional designation as Chartered Financial Analyst (CFA®) in 2016 and became a CERTIFIED FINANCIAL PLANNER® (CFP®) in 2020. He earned his Bachelor of Arts in Business from Drew University. 

Outside of work, Kyle enjoys spending time with family. He has a daughter and a son. On the rare chance that the endless list of kids sports and activities gives way to free time, you can find Kyle on the golf course or keeping active on a run. Kyle is an active volunteer through his church, school alumni support, and as a Medicare counselor for the state of Massachusetts. 

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Monthly Recap – February 2025

Monthly Recap – February 2025

March 6, 2025

MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum ...

The Trump 2.0 Trade: Over Before it Started?

The Trump 2.0 Trade: Over Before it Started?

March 4, 2025

Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strat...

How to ensure your retirement is as successful as your career 

How to ensure your retirement is as successful as your career 

March 3, 2025

Translating complex executive compensation into your dream retirement  In the fast-paced world of corp...

A Freeze Precedes a Drought

A Freeze Precedes a Drought

February 27, 2025

Post by Deb Dubin, Chief Philanthropy Officer. Executive Orders (EO) signed by the President in Januar...

VIEW ALL ARTICLES

Let’s make every moment count together…