Gray & Company uses a team approach to managing all client relationships. This approach ensures that each client is serviced by consultants with a working knowledge of their Plan. The team utilizes their collective experiences and the resources available within the firm to provide our clients with the best investment advice.
Consulting Team:
JENNIFER M. CHRISMAN
Associate Consultant
IVORY DAY, JR
Senior Consultant
LAURENCE O. GRAY
President & Chief Executive Officer
ROBERT C. HUBBARD, IV
Senior Consultant & Chief Operating Officer
LISA JOE
Consultant
L. GREGG JOHNSON, EA, MAAA, CFA
Senior Consultant
CHRISTOPHER J. KUHN, CFA, CAIA
Senior Consultant
KURT F. LOFTERS
Senior Consultant
BRAD E. LYONS
Chief Compliance Officer
KINA N. MCCANNS
Associate Consultant
Manager Research & Due Diligence Team:
ROBERT L. FARMER
Senior Managing Director - Alternative Investments
JENNIFER L. HODGES
Research & Operations Associate
CHERYL HUA, CFA
Senior Research Analyst
JINGWEI LI
Research Analyst
YOLANDA D. WAGGONER-FOREMAN
Director of Manager Research
CURTIS O. WILLIAMS, CAIA
Senior Research Analyst
Marketing & Business Development Team:
TIFFANY R. HEARTLEY
Product Specialist
JOHN C. ROBINSON, CTP
Senior Managing Director
JOSEPH P. SOLAKA
Director - Marketing & Business Development
Performance Measurement Team:
JUSTIN M. ADAMSON
Analyst
CHARLENE A. FLOWERS
Analyst
CHARLES E. SHEATS, JR
Senior Analyst
Administration:
DESPY A. GIDDENS
Director - Finance & HR
DELANDRA S. VINSON
Office Manager
SCHELEIA WHITE
Executive Assistant
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LISA JOE
Consultant: Ms. Joe recently joined Gray & Company and has over 15 years of industry experience. Lisa has extensive experience working exclusively with providing investment consulting services to Institutional Multi-Employer plans. She was also responsible for managing over $80 billion in search activity for over 300 plans. Prior to joining Gray & Company she was a Vice-President with Citigroup's Wealth Planning Division where she was responsible for providing estate and investment planning services to ultra high-net worth clients. She was also a 401 k plan administrator for a 3rd party TPA in Augusta, GA where she was responsible for providing annual compliance testing, 5500 tax reporting, and maintained 401k plan records while adhering to federal compliance regulations. She holds a BS degree in Agricultural Economics from the University of Minnesota and an MBA with an emphasis in Marketing and Financial Derivatives from Loyola University Chicago. She is a licensed real estate agent in the state of Georgia and a member of the National Association of Tax Professionals. She is currently an adjunct Economics faculty professor for the University of Phoenix School of Business. She is a member of Alpha Kappa Alpha Sorority Incorporated. She is the founder and former board member of Warm Spirit Homes Inc., a Non-Profit Organization that provides affordable housing for the under served. She is also the author of The Ultimate and Economical Guide to Establishing and Managing a Non-Profit Organization. She currently resides in Atlanta with her husband and son. She enjoys spending quality time with her family and volunteering for various charitable causes.
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