Steve Gray

Senior Vice President, Private Client Advisor

Professional Profile

Steve Gray is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management. Steve joined the firm in 2017 and has over 20 years of investment, credit and banking experience supporting the needs of high net worth individuals and their families. He provides wealth management services to help clients navigate the intricacies of investment management, estate planning, asset preservation and wealth transfer strategies.

Steve began advising high net worth client relationships at KeyBank in 1995. From 2002 to 2005, he served as Senior Vice President and Private Banking Manager at Bank of the Northwest. Prior to joining U.S. Trust, Steve served as a Senior Relationship Manager and Senior Vice President with Key Private Bank at KeyBank.

Steve earned his Bachelor of Business Administration (B.B.A) degree in General Finance from University of Oregon in 1976.

An avid supporter of his local community, Steve serves on the Board of Directors and the Executive Committee of Junior Achievement of Oregon and SW Washington. In addition, he is currently serving on the local Executive Leadership Team for the American Heart Association Heart Ball. Steve has worked with at risk youth through Portland Leadership Foundation, Young Life and has coached youth basketball and baseball teams over the years.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Tami M Olsen

Private Client Manager

503.795.6432

Marcia L Jory

Senior Trust Officer

503.795.6407

Erin Rickards

Trust Officer

503.795.6375

Curry A Garvin

Portfolio Manager

503.795.6384

Jennette duCloo

Market Investment Executive

503.795.6512

Key Contacts

Jennifer A Mortensen

503.795.6489

Erika E Fuentes-Rodriguez

503.795.6397

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At U.S. Trust, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.