Grimes & Company
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Grimes & Company Employees
Employee
Years
Job
Industry
Emily Sricharoenchaikit, CFP®, CRPS®, AIF® Emily Sricharoenchaikit, CFP®, CRPS®, AIF®'s Grimes & Company Experience April 2013 - Present
Job Advisor at Grimes & Company
Industry Financial Services
Experience
Grimes & Company April 2013 - Present
Commonwealth Financial Group-MassMutual February 2011 - March 2013
Minneapolis Financial Group-MassMutual June 2010 - February 2011
Macalester College February 2008 - May 2010
Skills
Portfolio Management, Business Planning, Investment Advisory, Insurance Planning, Tax Strategies
Education
Macalester College 2007 — 2010
Bachelor of Arts (B.A.), International Studies, Anthropology
McGill University 2006 — 2007
Faculty of Arts
Westborough High School 2002 — 2006
Grimes & Company April 2013 - Present
Commonwealth Financial Group-MassMutual February 2011 - March 2013
Minneapolis Financial Group-MassMutual June 2010 - February 2011
Macalester College February 2008 - May 2010
Skills
Portfolio Management, Business Planning, Investment Advisory, Insurance Planning, Tax Strategies
Education
Macalester College 2007 — 2010
Bachelor of Arts (B.A.), International Studies, Anthropology
McGill University 2006 — 2007
Faculty of Arts
Westborough High School 2002 — 2006
Paul LeBlanc Paul LeBlanc's Grimes & Company Experience June 2014 - June 2015
Job Senior Associate at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors July 2015 - Present
Grimes & Company June 2014 - June 2015
Credit Suisse June 2012 - June 2014
Credit Suisse June 2011 - August 2011
Goldman Sachs Asset Management July 2007 - July 2010
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
MBA, Asset Management
College of the Holy Cross 2003 — 2007
B.A., Economics
Belmont Hill School 1999 — 2003
Dimensional Fund Advisors July 2015 - Present
Grimes & Company June 2014 - June 2015
Credit Suisse June 2012 - June 2014
Credit Suisse June 2011 - August 2011
Goldman Sachs Asset Management July 2007 - July 2010
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
MBA, Asset Management
College of the Holy Cross 2003 — 2007
B.A., Economics
Belmont Hill School 1999 — 2003
Adam Jacobs, CFA, CFP®'s Grimes & Company Experience February 2010 - Present
Job Vice President at Grimes & Company Inc
Industry Investment Management
Experience
Grimes & Company February 2010 - Present
Jacobs Wealth Management, LLC January 2007 - December 2009
StateStreet 1997 - 2002
Skills
Asset Management, Financial Planning, Retirement Planning, Investment Advisory, Strategic Financial...
Education
Babson College 1993 — 1997
Bachelor of Science, Finance/Investments
Grimes & Company February 2010 - Present
Jacobs Wealth Management, LLC January 2007 - December 2009
StateStreet 1997 - 2002
Skills
Asset Management, Financial Planning, Retirement Planning, Investment Advisory, Strategic Financial...
Education
Babson College 1993 — 1997
Bachelor of Science, Finance/Investments
Michael Horne, CFP® Michael Horne, CFP®'s Grimes & Company Experience April 2011 - Present
Job Financial Advisor at Grimes & Company, Inc.
Industry Financial Services
Experience
Grimes & Company April 2011 - Present
Wells Fargo Advisors, LLC March 2009 - April 2011
US Army May 2008 - March 2009
US Army October 2006 - March 2008
US Army May 2004 - October 2006
Education
Providence College
Bachelors Degree
Boston University Graduate School of Management
Certificate in Financial Planning
Catholic Memorial High School
Grimes & Company April 2011 - Present
Wells Fargo Advisors, LLC March 2009 - April 2011
US Army May 2008 - March 2009
US Army October 2006 - March 2008
US Army May 2004 - October 2006
Education
Providence College
Bachelors Degree
Boston University Graduate School of Management
Certificate in Financial Planning
Catholic Memorial High School
Jordan Letendre, CFP® Jordan Letendre, CFP®'s Grimes & Company Experience July 2014 - Present
Job Financial Advisor at Grimes & Company
Industry Financial Services
Experience
Grimes & Company July 2014 - Present
Boston Hill Advisors March 2013 - June 2014
Boston Hill Advisors April 2010 - February 2013
Bryant University January 2008 - May 2010
SKM Wealth Management L.L.C January 2009 - May 2009
New York Life Insurance Company September 2008 - November 2008
Education
Bryant University 2006 — 2010
Bachelor of Science in Business Administration, Financial Services Concentration, Environmental Science Minor
Merrimack College 2011 — 2012
Certificate of Advanced Study in Financial Planning
St. Peter Marian Jr.-Sr. High School 2000 — 2006
Grimes & Company July 2014 - Present
Boston Hill Advisors March 2013 - June 2014
Boston Hill Advisors April 2010 - February 2013
Bryant University January 2008 - May 2010
SKM Wealth Management L.L.C January 2009 - May 2009
New York Life Insurance Company September 2008 - November 2008
Education
Bryant University 2006 — 2010
Bachelor of Science in Business Administration, Financial Services Concentration, Environmental Science Minor
Merrimack College 2011 — 2012
Certificate of Advanced Study in Financial Planning
St. Peter Marian Jr.-Sr. High School 2000 — 2006
Ashley Ransow's Grimes & Company Experience November 2010 - Present
Job Business Operations Manager at Grimes & Company
Industry Financial Services
Experience
Grimes & Company November 2010 - Present
Northwestern Mutual December 2006 - November 2010
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
MBA
Bentley University 2004 — 2008
Bachelor of Science, Economics-Finance
Grimes & Company November 2010 - Present
Northwestern Mutual December 2006 - November 2010
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
MBA
Bentley University 2004 — 2008
Bachelor of Science, Economics-Finance
Don Alden Don Alden's Grimes & Company Experience 2011 - 2012
Job
Industry Marketing and Advertising
Experience
Alden Marketing Group Inc. 2006 - Present
Alden Marketing Group Inc. 2006 - Present
Alden Marketing Group Inc. December 2003 - Present
Stephens Investment Management 2009 - 2015
Grimes & Company 2011 - 2012
Goodwin Procter LLP 2011 - 2012
State Street 2010 - 2011
Boston Scientific December 2005 - March 2008
Putnam Investments January 1998 - 2003
Putnam Investments 1998 - 2003
Skills
SEO, Brand Development, Marketing Strategy, E-commerce, Marketing Communications, Social Media Marketing, Creative Strategy, Digital Marketing, Digital Media, Business Development, CRM, Strategic Partnerships, Creative Direction, Digital Strategy, Marketing, Entrepreneurship, Financial Services, Management, Product Management, Start-ups, Advertising, User Experience, Salesforce.com, Strategy, B2B, Social Media, PPC, Interactive Marketing, New Business Development, Content Strategy, Mobile Devices, Web Marketing, Web Design, Leadership, Email Marketing, B2B Marketing, Integrated Marketing, Analytics, Web Analytics, Lead Generation, Online Marketing
Education
Rhode Island School of Design 1979 — 1983
BFA, Semiotics, Graphic design, marketing
Brown University 1979 — 1983
Courses as part of RISD degree, Business, linguistics
Alden Marketing Group Inc. 2006 - Present
Alden Marketing Group Inc. 2006 - Present
Alden Marketing Group Inc. December 2003 - Present
Stephens Investment Management 2009 - 2015
Grimes & Company 2011 - 2012
Goodwin Procter LLP 2011 - 2012
State Street 2010 - 2011
Boston Scientific December 2005 - March 2008
Putnam Investments January 1998 - 2003
Putnam Investments 1998 - 2003
Skills
SEO, Brand Development, Marketing Strategy, E-commerce, Marketing Communications, Social Media Marketing, Creative Strategy, Digital Marketing, Digital Media, Business Development, CRM, Strategic Partnerships, Creative Direction, Digital Strategy, Marketing, Entrepreneurship, Financial Services, Management, Product Management, Start-ups, Advertising, User Experience, Salesforce.com, Strategy, B2B, Social Media, PPC, Interactive Marketing, New Business Development, Content Strategy, Mobile Devices, Web Marketing, Web Design, Leadership, Email Marketing, B2B Marketing, Integrated Marketing, Analytics, Web Analytics, Lead Generation, Online Marketing
Education
Rhode Island School of Design 1979 — 1983
BFA, Semiotics, Graphic design, marketing
Brown University 1979 — 1983
Courses as part of RISD degree, Business, linguistics
Joe Benoit, CFA Joe Benoit, CFA's Grimes & Company Experience July 2006 - Present
Job Portfolio Manager at Grimes & Company
Industry Investment Management
Experience
Grimes & Company July 2006 - Present
Skills
Chartered Financial..., Investment Management, Asset Allocation, Trading, Series 7, Series 63, Series 65
Education
Roger Williams University 2002 — 2006
BS, Finance
LHS 1998 — 2002
Grimes & Company July 2006 - Present
Skills
Chartered Financial..., Investment Management, Asset Allocation, Trading, Series 7, Series 63, Series 65
Education
Roger Williams University 2002 — 2006
BS, Finance
LHS 1998 — 2002
Kevin Grimes's Grimes & Company Experience November 1998 - Present
Job President | Chief Investment Officer at Grimes & Company, Inc.
Industry Investment Management
Experience
Grimes & Company November 1998 - Present
Education
Babson College 1993 — 1997
BS, Finance/EPS/Economics
Grimes & Company November 1998 - Present
Education
Babson College 1993 — 1997
BS, Finance/EPS/Economics
James Jay Barrett V, CFP® AIF® James Jay Barrett V, CFP® AIF®'s Grimes & Company Experience August 2015 - Present
Job MBA CFP® AIF® | Financial Advisor at Grimes & Company, Inc.
Industry Investment Management
Experience
Grimes & Company August 2015 - Present
Financial Foundations, Inc December 2013 - August 2015
Financial Foundations, Inc June 2013 - December 2013
Financial Foundations, Inc February 2013 - June 2013
Bentley University August 2011 - May 2013
Lexington Wealth Management May 2012 - September 2012
Eagle Bank March 2012 - March 2012
Wainwright Bank (since been acquired by Eastern Bank in 2011) June 2007 - January 2011
Liberty Mutual Group April 2010 - September 2010
Education
Wake Forest University
Graduate Certificate in Financial Planning
Bilkent University
Went abroad through Bentley University in January, 2012.
Bentley University 2011 — 2013
MBA, Economics and Financial Markets at McCallum Graduate School of Business
Assumption College
Bachelor of Arts (B.A.), Economics with Business Concentration
St. John's Prep
Grimes & Company August 2015 - Present
Financial Foundations, Inc December 2013 - August 2015
Financial Foundations, Inc June 2013 - December 2013
Financial Foundations, Inc February 2013 - June 2013
Bentley University August 2011 - May 2013
Lexington Wealth Management May 2012 - September 2012
Eagle Bank March 2012 - March 2012
Wainwright Bank (since been acquired by Eastern Bank in 2011) June 2007 - January 2011
Liberty Mutual Group April 2010 - September 2010
Education
Wake Forest University
Graduate Certificate in Financial Planning
Bilkent University
Went abroad through Bentley University in January, 2012.
Bentley University 2011 — 2013
MBA, Economics and Financial Markets at McCallum Graduate School of Business
Assumption College
Bachelor of Arts (B.A.), Economics with Business Concentration
St. John's Prep
Melissa Chouinard's Grimes & Company Experience April 2013 - Present
Job Client Services Manager at Grimes & Company
Industry Financial Services
Experience
Grimes & Company April 2013 - Present
Fidelity Investments March 2011 - June 2012
Fidelity Investments October 2005 - March 2011
Fidelity September 2000 - October 2005
Fidelity Investments August 1999 - September 2000
Skills
Defined Benefit, Mutual Funds, 401k, Pensions, Retirement Planning, Pension Administration, ERISA, Defined Contribution, Financial Services, 403 b, Employee Benefits, Qualified Retirement..., Benefits Administration, Retirement, Customer Service, Investments, Process Improvement, Relationship Management
Education
Fitchburg State College
Bachelor of Science (B.S.), Human Services
Grimes & Company April 2013 - Present
Fidelity Investments March 2011 - June 2012
Fidelity Investments October 2005 - March 2011
Fidelity September 2000 - October 2005
Fidelity Investments August 1999 - September 2000
Skills
Defined Benefit, Mutual Funds, 401k, Pensions, Retirement Planning, Pension Administration, ERISA, Defined Contribution, Financial Services, 403 b, Employee Benefits, Qualified Retirement..., Benefits Administration, Retirement, Customer Service, Investments, Process Improvement, Relationship Management
Education
Fitchburg State College
Bachelor of Science (B.S.), Human Services
Cheryl McNally's Grimes & Company Experience October 1997 - Present
Job Systems Administrator at Grimes & Company, Inc.
Industry Financial Services
Experience
Grimes & Company October 1997 - Present
Skills
Axys, CRM, Disaster Recovery, Integration, Microsoft Office, SQL, Vendor Management, Networking, Software Project..., Microsoft Excel
Education
Assabet Valley Regional Technical School
Grimes & Company October 1997 - Present
Skills
Axys, CRM, Disaster Recovery, Integration, Microsoft Office, SQL, Vendor Management, Networking, Software Project..., Microsoft Excel
Education
Assabet Valley Regional Technical School