Parisi Gray Wealth Management, LLC

Host

John Parisi, Sr.
John Parisi, Sr.
Parent '15
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Parisi Gray Wealth Management, LLC

Finance
Entrepreneurship
Sales & Trading

Company Description

We are a Wealth Management company set up as Registered Investment Advisory firm (RIA). We manage over $600 million for 40 wealthy families. Our clients include Wall Street professionals, retirees, corporate executives, professional athletes and members of the U.S Intelligence, Military and Government communities at the highest levels of our government. We handle all aspects of client wealth including Investment Management, Financial Modeling, Planning and Client Service. In 2022 we ranked as the 7th fastest growing RIA in the nation (1st in the state of NJ) by Assets Under management by RIA Edge Magazine in the 350 to 500 million AUM category, and 7th overall in NJ for in all AUM categories.

Job Position

Managing Partner and Chief Investment Officer

Job Description

I am responsible for several roles. As Chief Investment Officer, I manage all of the client portfolios in terms of asset allocation, investment selection, hedging, and cash management. I am also the Managing Partner, responsible for running the business with respect to strategy, growth and operations. A large part of my job is focused on managing, training and developing the team and new employees. My partner and I are also experienced entrepreneurs, having left the corporate world to begin the firm. We are experienced in all aspects of creating a business, getting established, with all licenses and regulations, and managing and growing the revenue by offering an extremely valuable service to a limited number of Ultra High Net Worth clients, with accounts ranging from $5mm to $100 million in assets. We have grown the revenues of our firm by over 20% per year for the five years since we established the firm. Prior to Wealth Management, I was an institutional corporate bond trader for both Merrill Lynch and Lehman Brothers.

Externships

DelEX 2024

Friday, Jun 14, 2024
11:00 AM - 2:00 PM
In-Person
Business Casual
Mendham , NJ
Learning Goals

Students will work as a junior financial analyst, working with our team on portfolio construction, learning the basics of asset allocation, and how to build a quality diversified investment portfolio. They will learn about my career path, life on the bond trading floor at Merrill Lynch and how I transitioned from Institutional Trader to Wealth Manager. Lunch will be provided for all students attending.