Steve Gray

Senior Vice President, Private Client Advisor

Professional Profile

Steve Gray is a Senior Vice President and Private Client Advisor at Bank of America Private Bank. 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 Bank of America Private Bank, Steve served as a Senior Relationship Manager and Senior Vice President with Key Private Bank.

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


Marcia L Jory

Senior Trust Officer


Erin Rickards

Trust Officer


Curry A Garvin

Portfolio Manager


Simon O Bean

Portfolio Manager


Andrew Clark

Portfolio Manager


Key Contacts

Jennifer A Mortensen


Erika E Fuentes-Rodriguez


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


For more than 200 years, Bank of America Private Bank (Private Bank) has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, 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 Bank of America Private Bank, 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.