![Ben Wallace](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Ben Wallace
Direttore della Ricerca - Azioni presso
Grimes & Co. Wealth Management LLC
Profilo
Mr. Benjamin B. Wallace, CFA, is a Portfolio Manager & Research Director at Grimes & Co. Wealth Management LLC.
He manages Core Equity and Core Dividend strategies and he is primarily responsible for individual stock research.
Prior to joining Grimes & Co in January 2001, Mr. Wallace worked as Securities Analyst for another Registered Investment Advisory Firm.
He graduated with a BA in Economics and a concentration in Finance from Franklin & Marshall College.
Posizioni attive di Ben Wallace
| Società | Posizione | Inizio |
|---|---|---|
Grimes & Co. Wealth Management LLC
 Grimes & Co. Wealth Management LLC Investment ManagersFinance Grimes is an active manager that combines traditional long-term investment approaches and cutting edge trading strategies to create customized, client-specific investment solutions. The firm primarily allocates client investment assets among various no-load and/or load-waived mutual fund classes and/or individual debt and equity securities, and, on a limited basis, independent managers, on a discretionary basis in accordance with the client’s designated investment objective(s). Grimes uses bottom-up quantitative modeling based on fundamentals, valuations, risk statistics and trend measures for their security selection process. Portfolio Managers rely on these tools to assist with the qualitative decision making and implementation. | Direttore della Ricerca - Azioni | 01/01/2001 |
Formazione di Ben Wallace
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
13
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
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Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Grimes & Co. Wealth Management LLC
Grimes & Co. Wealth Management LLC Investment ManagersFinance Grimes is an active manager that combines traditional long-term investment approaches and cutting edge trading strategies to create customized, client-specific investment solutions. The firm primarily allocates client investment assets among various no-load and/or load-waived mutual fund classes and/or individual debt and equity securities, and, on a limited basis, independent managers, on a discretionary basis in accordance with the client’s designated investment objective(s). Grimes uses bottom-up quantitative modeling based on fundamentals, valuations, risk statistics and trend measures for their security selection process. Portfolio Managers rely on these tools to assist with the qualitative decision making and implementation. | Finance |
Franklin & Marshall College
 Franklin & Marshall College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
