Alex Ray, CFP®, CIMA®

Designations

• CERTIFIED FINANCIAL PLANNER™ professional¹
• Certified Investment Management Analyst®²

Work Experience

• Joined MAI Capital Management in 2025
• Advises ultra-high-net-worth clients on comprehensive financial planning and portfolio management
• Prior to joining Evoke in 2022, he worked at Goldman Sachs serving ultra-high-net-worth clients with portfolio management and tailored wealth management solutions
• Previously held roles at Morgan Stanley and JPMorgan Chase & Co., focusing on holistic financial planning and personalized investment strategies

Life Outside of MAI 

• Enjoys staying active through fishing, board sports, and spending time outdoors
• Loves to travel and experience new places and cultures

Education

• San Francisco State University, BA in Business Administration

¹CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.
²The governing body of CIMA is the Investments and Wealth Institute.