Lori Amado

Lori Amado As a Wealth Management Assistant at Gray Equity Management, LLC, Lori Amado plays an important operational and administrative role for the firm’s clients. Lori’s extensive experience and knowledge of wealth management issues help her deliver on Gray Equity Management’s promise of providing clients a more complete financial understanding by integrating independent wealth management, accounting and tax planning service. Lori’s excellence in supporting clients was recognized when she received the 1st Global Capital Corporation “Wealth Management Assistant Service Award” in both 2010 and 2011. In 2003 Lori joined the wealth management division of Patterson & Gerry, P.C. in Framingham, MA, and joined Gray Equity Management, LLC in 2008 when Patterson & Gerry merged with Gray, Gray & Gray, LLP. Previously Lori gained valuable experience at Smith Barney in Boston, Mullane Enterprises in W. Hartford, CT, and Parsons Financial Management in Rocky Hill, CT. Lori holds the FINRA Series 6 and 63 licenses. She is also a member of the Massachusetts Society of Certified Public Accountants. E-mail Lori at lamado@gggcpas.com