Great Gray

Las Vegas, United States
Great Gray Trust Company is focused on providing Collective Investment Trusts for retirement planning.

About Great Gray

Great Gray is a Financial Services company based in Las Vegas (United States). Great Gray Trust Company is focused on providing Collective Investment Trusts for retirement planning. It operates on a Professional Services and Brokerage / Intermediation model. Great Gray has completed 1 acquisition, including Retirement Plan Advisory Group. Great Gray offers products and services including Collective Investment Trusts (CITs) and Boarding Pass. Its focus areas include Financials, Asset Management and Retirement Solutions.

Company details

Great Gray Trust Company is engaged in offering Collective Investment Trusts (CITs) as innovative solutions for retirement planning. The company operates within the financial sector, specializing in retirement investment vehicles for advisors, asset managers, and plan sponsors. Solutions such as Boarding Pass, a modern onboarding platform, are provided to streamline the investment process. Fiduciary oversight and transparency are emphasized to ensure high standards in managing retirement plans. Collaboration across the retirement ecosystem is fostered through trusted relationships with various industry stakeholders.

  • Headquarters Las Vegas, United States
  • Sectors
    Financial Services
  • Email
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  • Website greatgray.com
  • Social LinkedIn
Operational Areas
Key Metrics

Products & Services of Great Gray

Great Gray offers a comprehensive portfolio of products and services, including Collective Investment Trusts (CITs) and Boarding Pass.

Collective Investment Trusts (CITs)
Financial Services

CITs are offered for retirement plan investments.

Boarding Pass
Onboarding Platform

Onboarding platform is provided for streamlined CIT investments.

People of Great Gray

37 people are tracked at Great Gray (23 in leadership, 14 in team).

NameRoleGroup
Tj Givens
Director Of Marketing & CommunicationsLeadership
Felicia Boyer
Senior Vice President, Fund Administration ManagerLeadership
Rob Barnett
President & Chief Executive OfficerLeadership
Jeff Bonhage
Vice President - Fund Administration ManagerLeadership
John F. Donohoe
Chief Financial OfficerLeadership
Andrew Murachver
Director Of Finance, Corporate ControllerLeadership
Michael Trainor
Assistant Vice President, Financial Planning & AnalysisLeadership
Dominick D'Eramo
Chief Investment OfficerLeadership
Julie Wimer
Director Of Client Service & ProductLeadership
Dara Sanderlin
Senior Vice PresidentLeadership
Danny Grune
Director Of OperationsLeadership
Scott Barker
Chief Marketing OfficerLeadership
Alexis Devilling
Digital Marketing DirectorLeadership
Nathan Wilson
Talent Acquisition PartnerLeadership
Justin Newberry
Vp, Senior Trust Sales RepresentativeLeadership
Shruti Manglik
Head Of Operational RiskLeadership
Jim Weber
Chief Revenue Officer (cro)Leadership
Pratyush Rai
Chief Technology OfficerLeadership
Victor Siclari
Chief Compliance OfficerLeadership
Steven Kode
Chief Information Security OfficerLeadership

17 more people are available in the full profile.

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  • Team structure
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Investments & Acquisitions by Great Gray

Great Gray has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Retirement Plan Advisory Group.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Technology, solutions, and services for retirement plan advisors are offered.
rpag.comUnited States1999Feb 2025β€’β€’β€’β€’
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Complete acquisition details for Great Gray

Acquired stakes, deal sources and the complete acquisition history require an active premium plan.

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  • Deal sources
  • Complete history
  • Exports

Verified entity values are shown only after access is granted.

Top companies in Asset Management

3 companies that operate in the same segment as Great Gray (Asset Management) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United StatesUSD 126.21 B46,500
Mutual life insurance company
1851Springfield, United States10,466
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Frequently Asked Questions about Great Gray

Great Gray is headquartered in Las Vegas, United States. It is registered at Las Vegas, Nevada, United States.

Great Gray Trust Company is engaged in offering Collective Investment Trusts (CITs) as innovative solutions for retirement planning. The company operates within the financial sector, specializing in retirement investment vehicles for advisors, asset managers, and plan sponsors. Solutions such as Boarding Pass, a modern onboarding platform, are provided to streamline the investment process. Fiduciary oversight and transparency are emphasized to ensure high standards in managing retirement plans. Collaboration across the retirement ecosystem is fostered through trusted relationships with various industry stakeholders.

Great Gray offers Collective Investment Trusts (CITs) and Boarding Pass.

Great Gray has made 1 acquisition, including Retirement Plan Advisory Group.

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