Profiel
Mr. Timothy J.
Grimes is a Founder at Grimes & Co. Wealth Management LLC.
He spent 10 years working in various management positions for a large insurance and financial service corporation before leaving to establish his private financial planning practice in 1981.
He received his undergraduate degree from Bryant University.
Actieve functies van Tim Grimes
| 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. | Oprichter | 01-01-1985 |
Eerdere bekende functies van Tim Grimes
| Bedrijven | Functie | Einde |
|---|---|---|
Paul Revere Corp.
Paul Revere Corp. Multi-Line InsuranceFinance Provides individual and group life insurance | Corporate Officer/Principal | 31-12-1980 |
Opleiding van Tim Grimes
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
Paul Revere Corp.
Paul Revere Corp. Multi-Line InsuranceFinance Provides individual and group life insurance | Finance |
Bryant University
Bryant University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















