![Joe Benoit](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>)
Joe Benoit
Trading-Equity presso
Grimes & Co. Wealth Management LLC
Profilo
Mr. Joseph J.
Benoit is a Portfolio Manager at Grimes & Co. Wealth Management LLC.
His role includes portfolio design and implementation, security selection, and oversight of all trading operations.
He also provides input during the Core Equity and Core Dividend stock selection process.
He joined the firm in July 2006.
He is an Assistant Portfolio Manager on the Risk Managed Income strategies and Co-Portfolio Manager on the Managed Allocation Portfolio strategies.
Mr. Benoit was previously employed as an Associate Director by Roger Williams University and he served as Associate Director for the University's Center for Advanced Financial Education.
He graduated from the Gabelli School of Business at Roger Williams University with a BS in Financial Services.
He is also a CFA charter holder.
Posizioni attive di Joe Benoit
| 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. | Trading-Equity | 01/07/2006 |
Precedenti posizioni note di Joe Benoit
| Società | Posizione | Fine |
|---|---|---|
Roger Williams University
 Roger Williams University Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | - |
Formazione di Joe Benoit
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
88
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
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 |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Roger Williams University
Roger Williams University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
