Tim Gray is a wealth management financial advisor based in Boston.

Tim works with high-net-worth individuals, institutions, and endowments. In his role, he delivers investment and wealth management services, including the day-to-day requirements of managing client investment portfolios. He serves as a trusted point of contact for both clients and their accountants and attorneys.

Tim came to the firm in late 2024 when Boston Financial Management became CAPTRUST. Prior to that, he was with State Street Bank and Trust in a wealth management services role, supporting registered investment advisors such as Boston Financial Management.

He earned a Bachelor of Business Administration degree in finance from University of Massachusetts, Dartmouth and a Master of Science degree in finance from Suffolk University.

When not at work, he spends time with his wife, two young children, and two rescue dogs along the south shore of Massachusetts. He’s also deeply rooted to all major Boston sports teams, enjoys listening to country music, and golfing.