Profilo
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.
Posizioni attive di Kevin Timothy Grimes
Società | Posizione | Inizio |
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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. | Presidente | 01/01/1998 |
Precedenti posizioni note di Kevin Timothy Grimes
Società | Posizione | Fine |
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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 |
Formazione di Kevin Timothy Grimes
Babson College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Società collegate
Aziende private | 2 |
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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 |
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