Steve Gray

Senior Vice President, Private Client Advisor

Professional Profile

Steve Gray is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Portland, Oregon. He and his team of select specialists serve an ambitious clientele – business owners and corporate executives in technology, manufacturing and other sectors, real estate investors, and generations of wealthy families.

Since 1995, Steve has been motivated to build lasting relationships with clients. He has spent the entirety of his career working as a team to help high-net-worth individuals navigate the intricacies of investment management, asset preservation, liquidity events, intergenerational wealth planning and customized lending.

Steve is well versed on the needs of helping owners expand, sell and pass along their enterprise to family members. Beyond dollars and cents, Steve helps owners recognize the value of thinking about transitions sooner rather than later, to help them address personal considerations – for example, what they expect to do in retirement, what those years may look like, how they can manage sudden wealth, pass along wisdom to their children, and what a transition may mean to employees.

Before joining Bank of America Private Bank (formerly U.S. Trust) in 2017, Steve served as a senior relationship manager and senior vice president with Key Private Bank. Steve began advising high-net-worth clients at KeyBank in 1995. From 2002 to 2005, he served as senior vice president and private banking manager at Bank of the Northwest. Steve holds a B.B.A. in general finance from the University of Oregon.

Steve serves on the Board of Directors and the Executive Committee of Junior Achievement of Oregon and SW Washington. In addition, he is currently teaching classes through Financial Beginnings and serving as a teacher/mentor with at-risk youth through Junior Achievement. Steve has also worked with youth through Portland Leadership Foundation, Young Life and has coached youth basketball and baseball teams over the years. Steve enjoys hiking, biking, playing golf and travel. He and his wife, Marylu, have three children and five grandchildren.

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

503.795.6432

Marcia L Jory

Senior Trust Officer

503.795.6407

Erin Rickards

Trust Officer

503.795.6375

Curry A Garvin

Portfolio Manager

503.795.6384

Simon O Bean

Portfolio Manager

503.795.6460

Andrew Clark

Portfolio Manager

503.795.6421

Key Contacts

Jennifer A Mortensen

Private Banking Associate I

503.795.6489

Erika E Fuentes-Rodriguez

Private Banking Associate I

503.795.6397

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

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America 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.