Profiel
Mr. Kevin T.
Grimes, CFA, is a President & Chief Investment Officer at Grimes & Co., Inc. His role includes determining the strategic direction of the company, leading the Investment Team and Executive Council, as well as serving clients of the firm.
He is the lead Portfolio Manager for the Risk Managed Income Strategies, Co-Portfolio Manager for the Managed Account Portfolio Strategies, and serves as Advisor to the Core Equity and Core Dividend individual stock strategies.
Prior to joining Grimes & Company in 1998, Mr. Grimes was an Equity Trader at Linsco/Private Ledger in Boston.
He graduated Magna cum Laude from Babson College with an interdisciplinary degree in Corporate Finance/Entrepreneurial Sciences and concentration in Economics.
He is a CFA charter holder as well as a Certified Financial Planner.
Actieve functies van Kevin Timothy Grimes
| Bedrijven | Functie | Begin |
|---|---|---|
Grimes & Co., Inc.
 Grimes & Co., Inc. Investment ManagersFinance Grimes & Co., Inc. (Grimes) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Westborough, Massachusetts. The firm was founded in 1985 by Timothy Grimes. Grimes provides investment advisory services to individuals, business entities, trusts, pension & profit sharing plans, estates, charitable organizations, and state or municipal government entities. | President | 01-01-1998 |
Eerdere bekende functies van Kevin Timothy Grimes
| Bedrijven | Functie | Einde |
|---|---|---|
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Trading-Equity | 31-12-1997 |
Opleiding van Kevin Timothy Grimes
| Babson College | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
|---|---|
Grimes & Co., Inc.
Grimes & Co., Inc. Investment ManagersFinance Grimes & Co., Inc. (Grimes) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Westborough, Massachusetts. The firm was founded in 1985 by Timothy Grimes. Grimes provides investment advisory services to individuals, business entities, trusts, pension & profit sharing plans, estates, charitable organizations, and state or municipal government entities. | Finance |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
