1 week ago
Fiduciary Update | February 2023
In this edition of our quarterly Fiduciary Update, CAPTRUST Financial...
Senior Financial Advisor
Grey joined CAPTRUST from Cornerstone Capital Advisors in 2019. He serves as a senior financial advisor responsible for providing investment advisory services to fiduciaries of corporate retirement plans.
Prior to joining the firm, Grey was director of fiduciary services and lead advisor for Cornerstone Capital Advisors. He has been in the industry for more than 20 years. Grey earned a Bachelor of Science degree in business and marketing from the University of Colorado at Boulder.
Grey resides in Bay Village, OH with his wife Cindy and their three children. When he is not with a client, he enjoys time with family, traveling, playing golf, and riding his motorcycle.
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