Our team is built upon shared values of honesty, integrity, genuine concern for clients and respect for associates. These values drew us to Baird and are crucial to our ability develop quality client partnerships.
Gray is a Director at Baird, joining the firm in January 2011 from Smith Barney, where he had previously worked since 2005 as a Vice President and Senior Investment Management Consultant. “I chose to partner with Baird because the firm shares my belief that my clients deserve the best, independent financial advice and service”, says Gray. Originally from Australia, prior to his investment career Gray worked as a Principal at various international business consulting firms in Sydney, Boston, and Atlanta from 1997 through 2004. From 1988-1997, he served as a Infantry officer in the Australian Army, commanding at the platoon and company level.
Gray’s areas of expertise include Portfolio Management, Financial and Retirement Planning, and Education Planning. “I emphasize a high level of individualized client service and a disciplined approach to both investment management and risk management. I work closely with my clients to develop an investment strategy focused on their individual goals and overlay a disciplined process to help them meet these goals over the long term with minimal risk of permanent loss of capital”, says Gray. "I know what my clients own and why they own it and we adjust holdings based on client goals as well as market conditions. We employ an active approach, investing in multiple asset classes and utilizing different investment strategies, both to seek opportunities and to protect against loss. When making changes or distributing income, we carefully manage tax implications to lessen the impact on clients. We do all of this leveraging the full resources that Baird provides, within a transparent and reasonable fee structure."
Gray completed his M.B.A. in Finance at Duke University's Fuqua School of Business and his B.A. with honors in Political Science at the Australian Defence Force Academy, where he was named a Distinguished Graduate and received various awards for military and academic performance. In 2009 he earned the Certified Investment Management Analyst® Designation from the Wharton School of Business at the University of Pennsylvania and IMCA®. In 2012, he earned the Certified Private Wealth Advisor®SM designation from The University of Chicago's Booth School of Business and IMCA®. Gray is a member of Baird's Presidents Club and 1919 Club, and has been named a Forbes® "Best-In-State Wealth Advisor" for South Carolina.
Active in his community, Gray is associated with the Investment Management Consultants Association and Duke University Fuqua School of Business Alumni Association. Passionate about working with veterans as a result of his own military service, Gray is a prior Chair of PATRIOT, Baird's Veteran-focused associate resource group. He is a serving Board Member on the USS Yorktown Foundation and a Member of the Congressional Medal of Honor Museum Founders Society.
Gray resides on Daniel Island, just outside Charleston, with his wife Elizabeth, where they have lived since 2005. In his free time, he enjoys fitness, golf, history and sports, especially rugby, college football and Duke basketball.
Investment Management Consultants Association is the owner of the certification marks “CIMA®” and “CPWA®,” the service marks “Certified Investment Management Analyst® SM,” “Certified Private Wealth Advisor®s SM,” “Investment Management Consultants Association SM,” and “IMCA®.” Use signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for certification.
Senior Client Specialist
Jamie joined Baird in 2010 and has fifteen years of experience in the financial services industry. Prior to Baird, Jamie was an Operations Associate with Smith Barney in Charleston. She holds her Series 7 and 66 security registrations. In 2005, she graduated from Oklahoma State University with a BA in Journalism and received her MBA from the Citadel in 2010. A former military brat, she lived in Oklahoma and Germany before moving to Charleston.
In her spare time, Jamie enjoys reading, baking, gardening and yoga. She lives in Summerville with her miniature schnauzer, Georgie.