Tad Gray

Bio I bring a diverse background to my coaching. I earned an undergraduate degree in music from the University of Colorado and enjoyed further musical studies at Aspen, Banff, and Yale. After earning an MBA from the Wharton School, I served in leadership and business development roles in corporate banking, derivatives and capital markets with Bank of America and Wells Fargo for over 20 years.
I transitioned from corporate finance to personal finance so I could positively impact people’s lives more directly. Drawing upon my solid people skills and extensive financial background, I began a career as a CERTIFIED FINANCIAL PLANNER with Buckingham Strategic Wealth. I’m passionate about arts leadership and serve as board president for the Chicago-based Fifth House Ensemble. I am a dedicated practicing clarinetist and grateful to be a part of an extended musical family.