Our Team
Our team of investment advisors and financial planners average over fifteen years of experience in financial services. We have ten Certified Financial Planners (CFP®), seven 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.
Click on an employee’s name below to learn more about them.
Executive Team
- Timothy J. Grimes | Founder, Chairman
- Kevin T. Grimes, CFA, CFP® | President, Chief Investment Officer
- J. Michael Grenon, CIMA® | Vice President, Principal
- Thomas A. Grimes, CFP® | Vice President, Principal
- Gerald S. Connolly, CFP® | Vice President
- Emily G. Wood, CFP®, CRPS® | Vice President
Research & Portfolio Management
- Joseph J. Benoit, CFA | Portfolio Manager
- Maureen E. Fields, CFA | Research Associate
- Kevin T. Grimes, CFA, CFP® | President, Chief Investment Officer
- Jae Y. Song, CFA | Senior Quantitative Analyst
- Benjamin B. Wallace, CFA | Portfolio Manager, Research Director
Wealth Managers
- James J. Barrett V, CFP®, AIF® | Financial Advisor
- Brian G. Carlson | Financial Advisor
- Gerald S. Connolly, CFP® | Vice President
- Janelle L. Coulman, CFP® | Financial Advisor
- Christopher S. Deeley, CFA | Financial Advisor
- Neal French | Financial Advisor
- J. Michael Grenon, CIMA® | Vice President, Principal
- Thomas A. Grimes, CFP® | Vice President, Principal
- Timothy J. Grimes, CFP® | Founder, Chairman
- Adam R. Jacobs, CFA, CFP®| Vice President
- Jordan A. Letendre, CFP® | Financial Advisor
- Jennifer A. Moran, CFP®, AEP® | Financial Advisor
- Kevin B. Morrissey | Financial Advisor
- Emily M. Sricharoenchaikit, CFP®, AIF®, CRPS® | Financial Advisor
- Emily G. Wood, CFP® | Vice President
Business Operations & Client Service
- Michael J. Davide | Chief Compliance Officer, Controller
- Ashley A. Ransow, MBA | Business Operations Manager
- Karen A. Belliveau | Senior Client Service Manager
- Lana G. Finn | Client Service Manager
- Nicole M. Foran | Client Service Manager
- Laurie L. Holmes, FPQPTM | Senior Client Service Manager
- Cheryl A. McNally | Systems Administrator
- Nancy T. Murphy | Administrative Coordinator
- Sarah M. Patterson | Service Associate
- Lyndsy A. Skiest | Client Service Manager
- Michelle J. Vacca | Client Service Manager
- Kathryn O. Voas | Operations Associate
