Barrett Gray
ASSOCIATE, WEALTH MANAGEMENT
Barrett is an Associate of Wealth Management at Choreo in Charlotte, North Carolina, where he supports multiple wealth advisors in delivering investment and financial planning services to clients.
Before joining Choreo, Barrett gained experience as an Analyst at Dimensional Fund Advisors, where he supported the investment teams of large RIA's providing them in depth market insights and product solutions to further enhance their clients investment experience. Through this time Barrett developed knowledge in rules-based portfolio design, investment research and manger selection.
Outside of work, Barrett enjoys camping, snowboarding, and spending time outdoors with his girlfriend and their dog. Whether hitting the slopes in the winter or exploring new trails in the summer, he values adventure and the opportunity to connect with nature and travel.
PROFESSIONAL AFFILIATIONS & DESIGNATIONS
- Series 65, 63 & 7
EDUCATION
- Bachelor's degree in Business Finance from Western Kentucky University
