Tax-Slashing ETF Trailblazer Preps for a Fresh $5 Billion Haul

Four years after handling the first conversion of a hedge fundto an ETF, Wes Gray is gearing up to lead a surge of tax-busting deals aimed at investors big and small.

He’s part of a burgeoning industry ginning up creative ways to use tax laws and help investors dodge taxable investment gains — a business that is set to gather momentum after stocks soared the past couple years. His firm, ETF Architect, has already helped transform more than 50 fundsinto the tax-efficient ETF wrapper since 2019.

Wes Gray

Source: Wes Gray

Gray also made waves on Wall Street after introducing a first-of-its-kind ...