![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
Directeur van Onderzoek - Eigen Vermogen bij
Grimes & Co. Wealth Management LLC
Profiel
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.
Actieve functies van Ben Wallace
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Directeur van Onderzoek - Eigen Vermogen | 01-01-2001 |
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| Bedrijven in privébezit | 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 |
