Gray Larsen

Client Associate, Analyst

Gray Larsen, Client Associate with Vios Advisors, joined the team in 2024. In his role, Gray is responsible for providing operational and administrative support for the team and interacting with clients daily to ensure a positive experience. With a specific focus on business development, Gray also leverages Rockefeller’s unique product and service offerings to expand our clientele within the specific target populations of young professionals, as well as wealthy families.

Gray is dedicated to utilizing the suite of solutions offered by Rockefeller to help assist clients with valuable investment management tactics, tax minimization strategies, trust and estate planning, and retirement planning, highlighting the importance of our holistic view and client-centric approach to wealth management.

Prior to joining Vios Advisors, Gray worked at Houlihan Lokey as an Investment Banking Analyst in the healthcare sector, where he was involved in numerous transactions across healthcare services and medical technology. During his time at Houlihan Lokey, Gray also guided companies throughout their respective sale processes, including aspects of due-diligence, financial modeling, and marketing materials.

Gray was born and raised in Park City, Utah and is an avid skier. After high school, he became a competitive alpine ski racer, where he competed against top-level athletes around the world in Europe, Chile, and New Zealand. Gray now resides in New York City and enjoys playing golf, pickleball, and trying new restaurants in his leisure.

He received his Bachelor of Science in Finance from the University of Utah in 2021.

Gray currently holds his Series 79 and 63 licenses.