![Jim Gray](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. James W.
Gray, CFA, is a Chief Strategy Officer at Greenleaf Trust.
He works closely with other members of Greenleaf Trust’s Executive Council in creating, communicating, executing and sustaining the company’s strategic plan.
He has also led the company’s research, wealth management and personal trust divisions.
He has an extensive background in investments, global banking and manufacturing, and spent nearly two decades at Whirlpool Financial Corporation and Whirlpool Corporation.
He serves on the Investment Committee of the Western Michigan University Foundation Board.
Mr. Gray was employed as a Principal by Prudential Bache Securities, Inc. and a Principal by Whirlpool Financial Corp.
Mr. Gray earned a Finance degree from the University of Southern Indiana, is a member of the CFA Institute and the CFA Society of West Michigan.
Jim Gray active positions
| Companies | Position | Start |
|---|---|---|
Greenleaf Trust
 Greenleaf Trust Investment ManagersFinance Provides investment advice | Market Strategist | - |
Former positions of Jim Gray
| Companies | Position | End |
|---|---|---|
Prudential Bache Securities, Inc. | Corporate Officer/Principal | - |
Whirlpool Financial Corp.
 Whirlpool Financial Corp. Investment ManagersFinance Provides financial advisory services | Corporate Officer/Principal | - |
Greenleaf Asset Management, Inc.
 Greenleaf Asset Management, Inc. Investment ManagersFinance Greenleaf AM’s internal research focuses on economic and industry trends as well as investment-specific factors. The firm employs a top-down investment approach that is based on fundamental and technical analysis. They research the fundamentals of earnings growth, debt-to-equity ratios, cash flow growth, revenue growth and management discipline while following a strict, time-proven fundamental earnings model analysis for individual stocks, sectors and the market in general. Once a stock is selected, technical analysis is used to help determine when it should be introduced into appropriate individual portfolios. Mutual funds are utilized within some of their investment strategies. | Director of Research - Equity | 31/12/2013 |
Training of Jim Gray
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
2
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Greenleaf Asset Management, Inc.
Greenleaf Asset Management, Inc. Investment ManagersFinance Greenleaf AM’s internal research focuses on economic and industry trends as well as investment-specific factors. The firm employs a top-down investment approach that is based on fundamental and technical analysis. They research the fundamentals of earnings growth, debt-to-equity ratios, cash flow growth, revenue growth and management discipline while following a strict, time-proven fundamental earnings model analysis for individual stocks, sectors and the market in general. Once a stock is selected, technical analysis is used to help determine when it should be introduced into appropriate individual portfolios. Mutual funds are utilized within some of their investment strategies. | Finance |
Greenleaf Trust
Greenleaf Trust Investment ManagersFinance Provides investment advice | Finance |
University of Southern Indiana
 University of Southern Indiana Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Whirlpool Financial Corp.
Whirlpool Financial Corp. Investment ManagersFinance Provides financial advisory services | Finance |
Prudential Bache Securities, Inc. | Finance |
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