Kevin T. Grimes, CFA, CFP® | President, Chief Investment Officer

Kevin T. Grimes is President and Chief Investment Officer of Grimes & Company.  His role includes determining the strategic direction of the company, leading the Investment Team and Executive Council, as well as serving clients of the firm.  Kevin is the lead Portfolio Manager for the Risk Managed Income (RMI) Strategies, Co-Portfolio Manager for the Managed Account Portfolio (MAP) Strategies, and serves as Advisor to the Core Equity and Core Dividend individual stock strategies.  Prior to joining Grimes & Company in 1998, Kevin was an Equity Trader at Linsco/Private Ledger in Boston.  He graduated Magna cum Laude from Babson College with an interdisciplinary degree in Corporate Finance/Entrepreneurial Sciences and concentration in Economics.  He is a CFA® charterholder as well as a Certified Financial PlannerTM.  Kevin sits on the board of the American Red Cross and is an active member of The Boston Security Analysts Society (BSAS).  From 2017 to present, Barron's Magazine recognized Kevin as one of the "Top 100 Independent Financial Advisors" in the country. 


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