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| Laurence O. Gray - Co-Founder |
| Larry’s investment career spans more than 24 years in the investment management industry; where he has worked with corporations, municipalities, authorities and other institutions on capital finance projects, and is consultant/advisor to over $14 billion in assets. Larry established Gray & Company, in 1991 as an independent registered investment advisory firm specializing in consulting to public and private foundations, and endowments around the world. His responsibilities also expand to include strategic planning, marketing and the development and maintenance on institutional accounts Prior to founding Gray & Company, Larry held various senior level positions in the investment industry which includes Smith Barney, Oppenheimer & Company and Morgan Keegan. Larry is a member of the Investment Management Consultants Association (IMCA), past chapter treasurer and current Board Member of the National Association of Securities Professionals (NASP), a Trustee of the Georgia State University |
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| Charles E. (Chuck) Osborne, CFA - Co-Founder & Managing Director |
| Chuck is an investment professional with more than 15 years of experience working with investors to create investment policy statements, analyze and select investment managers, and communicate the results. His ability to relate to people, understanding their needs and filling those needs, has set him apart throughout his career. Chuck’s experience includes: INVESCO Retirement Inc. where he was the Director of Investment Services; Aetna (now ING) Retirement Services where he was a Client Relations Manager and the Team Leader for the Southeast region; LOMA, where he was the Product Manager for all Retirement and Investment Products and Services. Chuck has a degree in economics from Wake Forest University, is a Fellow of the Life Management Institute, a Chartered Financial Consultant, and a CFA Charterholder. He is a member of the the Atlanta Society of Financial Analyst and the CFA Institute. |
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| Brad Lyons - Director - Client Services |
Brad has been employed in the financial services
business for over 20 years. His experience has been in banking, brokerage and in qualified retirement plan recordkeeping. Brad has served in a number of management roles in his career including positions
in marketing and strategic product development for Charles Schwab, SunTrust Banks and AMVESCAP Retirement. Prior to joining Iron Capital he was employed as the Director of IRA Rollover Services at AMVESCAP Retirement Inc. where he was responsible for developing products and services designed to assist the retiree or job changer to manage their retirement account after leaving employment. At SunTrust Banks, Brad was the Vice President of Marketing for the broker/dealer SunTrust Securities.
Brad has a Bachelors of Science degree in Business Administration from Iowa State University and a Masters in Business Administration from Golden Gate University.
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