Grayson Gaines

Grayson Gaines, CFA has extensive work experience in the finance industry. Grayson started their career at Parametric Portfolio Associates, where they worked as a Portfolio Accountant, specializing in special operations and overlay management. After that, they joined SB Capital Management, Inc. as an Operations Associate. Following this, they worked at Bernstein Global Wealth Management as a Private Client Associate. Currently, Grayson is serving as a Vice President at Offit Capital Advisors. Grayson has also held the role of Associate at the company. Overall, Grayson Gaines has demonstrated a strong background in portfolio management, operations, and client services throughout their career.

Grayson Gaines, CFA obtained a Bachelor's degree in Business Administration with Honors, as well as a Bachelor's degree in Accounting from the University of Southern California, where they studied from 2004 to 2009. Grayson also has several additional certifications, including the Chartered Financial Analyst (CFA) Charterholder from the CFA Institute, obtained in August 2017. In addition, they hold certifications in Series 63, Series 7, and Series 65, obtained in November 2013, October 2013, and July 2012, respectively. Furthermore, they have a Certification in Financial & Valuation Modeling from Wall Street Prep, although the specific date of obtaining this certification is not provided.