Chris Bray
Algemeen Directeur bij Bray Capital Advisors LLC
Profiel
Mr. Christopher P.
Bray, CPA, is a Managing Director at Bray Capital Advisors LLC.
He serves high net worth families on a variety of private wealth management planning matters.
Before joining Bray Capital Advisors, LLC, Mr. Bray served as Senior Vice President and Market Executive for the Southwest Florida region of a former top ten U.S.
financial institution.
He also served as the National Director of Estate and Succession Planning and was a Managing Director for the family office division of the same financial institution.
Earlier in his career, he served as the Director of the Estate and Succession Planning Services Group for Deloitte & Touche in Northeast Ohio.
While at Deloitte & Touche, he served on the firm’s National Brain Trust developing sophisticated tax and estate planning techniques and strategies for the firm’s wealthiest clients.
He received his Bachelor’s degree in Accounting from Kent State University and his Master’s degree in Taxation and Juris Doctor from the University of Akron, all summa cum laude.
He is admitted to the Ohio Bar, the Florida Bar, and is a member of both the American Institute of CPAs and the Ohio Society of CPAs.
Actieve functies van Chris Bray
| Bedrijven | Functie | Begin |
|---|---|---|
Bray Capital Advisors LLC
 Bray Capital Advisors LLC Investment ManagersFinance Bray Capital Advisors LLC (BCA) is an independent registered investment advisory and wealth management firm headquartered in Naples, Florida. The firm was founded by Christopher P. Bray in 2014 as Ariel Capital Advisors LLC. BCA provides customized, fee-only, wealth management services to high net worth individuals and their families. | Algemeen Directeur | 01-01-2014 |
Eerdere bekende functies van Chris Bray
| Bedrijven | Functie | Einde |
|---|---|---|
Willow Street Advisors LLC
 Willow Street Advisors LLC Investment ManagersFinance Founded in 2008 by Chris Bray, Rich Stevens and Dave Kearns, Willow Street Advisors LLC is a registered investment advisor located in Naples, Florida. The firm provides comprehensive wealth management services including investment management, trust administration and tax consulting. | Oprichter | 01-01-2014 |
National City Bank (Cleveland, Ohio)
 National City Bank (Cleveland, Ohio) Major BanksFinance National City Bank provides banking and financial services. It offers investment banking, brokerage, mutual funds, insurance, and traditional banking services to individuals and businesses. The company was founded in 1845 and is headquartered in Cleveland, OH. | Corporate Officer/Principal | 31-12-2007 |
Collier County Bar Association, Inc.
 Collier County Bar Association, Inc. Investment Trusts/Mutual FundsMiscellaneous Collier County Bar Association, Inc. engages in the provision of membership for legal professionals. It promotes the education of legal profession to public. The company is headquartered in Naples, FL. | Corporate Officer/Principal | 30-06-2005 |
Sterling
 Sterling Industrial MachineryProducer Manufacturing Part of ACS Group, Inc., Sterling is a leading provider of background and identity services. Sterling is based in New Berlin, WI and is committed to sustainability by operating responsibly to safeguard and improve society's quality of life. The company helps over 50,000 clients establish people-first cultures built on trust and safety by offering background and identity verification services. Sterling operates through a variety of subsidiaries within three segments specializing in e-infrastructure, transportation, and building solutions primarily across the southern, northeastern, mid-atlantic, and rocky mountain regions. The company provides advanced, large-scale site development services for manufacturing, data centers, e-commerce distribution centers, warehousing, power generation, and more. | Corporate Officer/Principal | 30-04-2003 |
| Estate Planning Council of Cleveland | President | 30-06-2000 |
Opleiding van Chris Bray
| Kent State University (Ohio) | Undergraduate Degree |
| University of Akron | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 8 |
|---|---|
National City Bank (Cleveland, Ohio)
National City Bank (Cleveland, Ohio) Major BanksFinance National City Bank provides banking and financial services. It offers investment banking, brokerage, mutual funds, insurance, and traditional banking services to individuals and businesses. The company was founded in 1845 and is headquartered in Cleveland, OH. | Finance |
Willow Street Advisors LLC
Willow Street Advisors LLC Investment ManagersFinance Founded in 2008 by Chris Bray, Rich Stevens and Dave Kearns, Willow Street Advisors LLC is a registered investment advisor located in Naples, Florida. The firm provides comprehensive wealth management services including investment management, trust administration and tax consulting. | Finance |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
Sterling
Sterling Industrial MachineryProducer Manufacturing Part of ACS Group, Inc., Sterling is a leading provider of background and identity services. Sterling is based in New Berlin, WI and is committed to sustainability by operating responsibly to safeguard and improve society's quality of life. The company helps over 50,000 clients establish people-first cultures built on trust and safety by offering background and identity verification services. Sterling operates through a variety of subsidiaries within three segments specializing in e-infrastructure, transportation, and building solutions primarily across the southern, northeastern, mid-atlantic, and rocky mountain regions. The company provides advanced, large-scale site development services for manufacturing, data centers, e-commerce distribution centers, warehousing, power generation, and more. | Producer Manufacturing |
| Kent State University Foundation | |
Collier County Bar Association, Inc.
Collier County Bar Association, Inc. Investment Trusts/Mutual FundsMiscellaneous Collier County Bar Association, Inc. engages in the provision of membership for legal professionals. It promotes the education of legal profession to public. The company is headquartered in Naples, FL. | Miscellaneous |
| Estate Planning Council of Cleveland | |
Bray Capital Advisors LLC
Bray Capital Advisors LLC Investment ManagersFinance Bray Capital Advisors LLC (BCA) is an independent registered investment advisory and wealth management firm headquartered in Naples, Florida. The firm was founded by Christopher P. Bray in 2014 as Ariel Capital Advisors LLC. BCA provides customized, fee-only, wealth management services to high net worth individuals and their families. | Finance |