Parisi Gray Wealth Management, LLC

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.