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Shelly Stone
Senior Vice President at Graypoint
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Work Experience
Senior Vice President
Nov 2022 - Present · 2 years and 1 months
Nov 2017 - Aug 2022 · 4 years and 9 months
Managing Director
Jan 2021 - Aug 2022 · 1 years and 7 months
Senior Account Manager
Nov 2017 - Dec 2020 · 3 years and 1 months
Company Details
51-200 Employees
Graypoint LLC is a multi-family office, financial planning, and investment management firm for high-net-worth families and organizations. Graypoint can manage all the financial affairs for individual clients from high-net-worth to ultra-high-net-worth and provide financial advising and investment management to private foundations, nonprofit organizations, and other institutions.
Website
Year Founded
2002
Social Media
Linkedin
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
4 Tower Pl
Suite 1001
Albany, New York 12203, US
Keywords
investment management servicesfamily office servicescash flow planning
Contact Details
- Email AddressS**@graypointllc.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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