Management Team
Executive Team
Gary B. Carrai, CFA
Senior Managing Director, Consulting & SalesAs a member of Fortigent LLC’s Executive Committee, and one of the firm’s primary founding members, Gary Carrai brings 21 years of financial services industry experience to overseeing all aspects of the organization’s primary client facing groups – Sales and Consulting.
Prior to joining Fortigent, which was formerly a division of Lydian Wealth Management (LWM), Gary was a Managing Director of LWM, with responsibilities for advising a segment of the firm’s high net worth and ultra high net worth clientele. LWM’s growth as an independent firm created an opportunity to leverage its investment research and data management technology to empower other firms entering wealth management to compete in the high net worth marketplace. Gary helped to formalize that offering and market it to institutions, which ultimately led to the creation of Fortigent and its subsequent spin-off from Lydian Wealth Management.
Prior to joining Lydian, Gary held various positions, including mutual fund research and securities market analyst. Most notably, he was a managing analyst with The NASDAQ Stock Market in the corporate listings division. Gary earned a Bachelor of Science degree in Finance from Indiana University of Pennsylvania. He is a Chartered Financial Analyst (CFA) and a member of the CFA Institute and the Washington Society of Investment Analysts (WSIA). He also holds FINRA Series 3, 7, 24, 63, and 65 licenses. Gary is also a frequent conference speaker on the trends in wealth management.
