Grimes & Company
Grimes & Company is a Registered Investment Advisor (RIA) providing discretionary portfolio management and wealth management services for clients across the country. Our Mission is to provide each of our clients with disciplined asset management, strong performance, and unparalleled service and support. Our team of investment advisors and financial planners average over fifteen years of experience in financial services. We have eighteen Certified Financial Planners (CFP®), eight Chartered Financial Analyst (CFA®) charterholders, a Certified Investment Management Analyst (CIMA®) and two Chartered Retirement Plans Specialists (CRPS®), making us one of the most credentialed firms of our size. Rounding out our group is a team of fully licensed client service, operations and support staff. Grimes & Company does not solicit investment advisory endorsements via comments or the “like” function
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Verified contacts
70
available on Kipplo
LinkedIn employees
77
51 to 200 range
Open roles
—
no listings
Distinct roles
39
indexed titles
Tech stack
3
tools in use
Monthly traffic
1.0K
organic / mo
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Decision-makers and verified team members
70 contacts with verified email or phone · masked until revealed.
- SS
Steve Sacher
Wealth Director · General Business & Management
EmailPhone - EW
Emily Wood
Vice President · General Business & Management
EmailPhone - AC
Adam Cahoone
Client Services Manager · Customer/Client Service
EmailPhone - BB
Bridgett Bisceglia
Client Service Manager · Customer/Client Service
EmailPhone - JB
Joe Benoit
Portfolio Manager · Finance & Accounting
EmailPhone - MK
Maria Karantzoulidis
Client Service Manager · Customer/Client Service
EmailPhone - SG
Suzanne Griffin
Controller · Finance & Accounting
EmailPhone - TC
Tara Carnazza
Customer Service Manager · Customer/Client Service
EmailPhone - AC
Adam Clark
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 70 verified contacts
Top roles at Grimes & Company
39 distinct titles indexed · top 10 shown.
- 20financial advisor
- 3client service manager
- 2()
- 2admin
- 2financial planning associate
- 2research associate
- 2vice president
- 1administrative assistant
- 1associate business manager
- 1certified financial planner
- +29more titles
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