Business Operations & Client Service

Karen A. Belliveau | Senior Client Service Manager

Karen A. Belliveau has had a long tenure at Grimes & Company, joining the firm in 1994 as a Client Service Manager.  She has her Bachelor’s Degree from Becker College and is actively involved in several non-profit organizations.  As a senior member of our Business Operations Team, Karen serves as an excellent resource to new employees while performing her primary role of servicing client relationships. 

Bridgett M. Bisceglia | Client Service Manager

Bridgett M. Bisceglia joined Grimes & Company in 2019. She has her Bachelor’s Degree from the University of Massachusetts/Amherst. Prior to joining the firm Bridgett worked at Income Research and Management on the Client Service Team providing support to Portfolio Managers. Her passion for client service and working in the financial industry make her a valued member of the firm.

Lana G. Finn | Client Service Manager

Lana G. Finn graduated with a Bachelor of Science in Finance from University of Massachusetts – Amherst with a minor in Economics.  She joined Grimes & Company in 2014 as a Client Service Manager after working in a similar capacity for 4 years at David Witherbee & Associates.  Lana’s enthusiasm, dedicated work ethic, and commitment to client satisfaction hold her in high regard by her team members and clients.

Nicole M. Foran | Client Service Manager

Nicole M. Foran joined Grimes & Company in 2007, bringing several years of key experience to the Client Service Manager role.  Previously she worked at Fidelity Investment’s Electronic Support Services group, providing client service across multiple departments including pensions, insurance, and payroll administration. Nicole quickly responds to client requests and questions, and is always happy to go above and beyond to fulfill client needs.

Karrie A. Johnston | Client Service Associate

Karrie A. Johnston joined Grimes & Company in 2018. She has been in the industry since 2005 and has worked with Fidelity Investments, UBS Financial, Thrivent Financial and Independent Advisors.  Karrie works closely with the firm’s Client Service Managers.  She is highly motivated, service-oriented focused, and always has a positive attitude.

Laurie D. Littlefield, FPQPTM | Senior Client Service Manager

Laurie L. Holmes joined Grimes & Company in 2005.  As a Senior Client Service Manager, Laurie works closely with our President, Tim Grimes, and his clients to provide an unparalleled level of service in the industry.  She is a Financial Paraplanner Qualified ProfessionalTM and has extensive experience in financial services. Prior to joining Grimes & Company, Laurie served as a Branch Manager Assistant at Morgan Stanley.

Cheryl A. McNally | Systems Administrator

Cheryl A. McNally has been with Grimes & Company since 1997.  As our Systems Administrator, Cheryl is responsible for the ongoing maintenance of our portfolio and client relationship management systems.  Cheryl has comprehensive knowledge in both technology and investment securities and works closely with the firm’s management to provide support for many of the operational needs of the company.

Nancy T. Murphy | Administrative Coordinator

Nancy T. Murphy joined Grimes & Company in 2006 after a successful administrative career in both the legal and insurance industries.  She brings over 25 years of experience to the firm, serving as our primary contact for both clients and various vendors. Nancy also directs administrative services including organization of our document management system and coordination of our quarterly client correspondence.

Sarah M. Patterson | Research Associate

Sarah M. Patterson joined Grimes & Company in 2014 as a Service Associate.  She graduated cum Laude from Roger Williams University with a Bachelor of Science in Management.  Now serving as the firm’s Research Associate, Sarah works closely with the Portfolio Management and Research Team to assist in the maintenance of performance recordkeeping as well as various portfolio management procedures.  She has an exceptional work ethic and is a valuable member of the Grimes & Company team.

Julie E. Payton | Project and Client Service Associate

Julie E. Payton joined the firm in 2018 as an Administrative Coordinator.  She graduated from the University of Massachusetts/Dartmouth with a Bachelor of Science.  Julie’s attention to detail and extensive prior experience in human resources led to a change of roles within the firm.  In 2019 she became Grimes & Company’s Project and Client Service Associate, assisting in the monitoring and improvement of operating efficiencies within the firm.

Michelle J. Vacca | Client Service Manager

Michelle J. Vacca joined Grimes & Company in 2017 with an extensive background in Client Service.  She received a BS from Johnson & Wales University, majoring in Financial Services Management.  Prior to joining the firm Michelle worked at Fidelity Investments for 11 years, providing relationship management services to high net worth clients.  Michelle is always willing to go the extra mile to provide exceptional client service and does so with a smile.

Kathryn O. Voas | Operations Associate

Kathryn O. Voas serves as the firm’s Operations Associate.  Kathryn earned her Associate’s degree from Quinsigamond College and joined the Grimes & Company team in 2015. She is responsible for the administration and daily reconciliation of the firm’s portfolio management system.  Additionally, Kathryn aids in the preparation and distribution of quarterly client statements and manages the firm’s electronic client portal.  She is extremely detail orientated and is always willing to assist with firm-wide projects.