Risk Managed Income Strategy Co-Portfolio Manager

As a member of the Grimes and Company, Inc. Investment team, Joe works alongside others managing several of the firms’ proprietary investment strategies. He is Co‐Portfolio Manager of the Grimes Risk Managed Income bond strategies as well as it’s tactical equity strategies. Additionally, he is responsible for working with Advisors to ensure that every client portfolio is managed according to their customized investment plan. Joe joined Grimes & Company in 2006 after graduating from the Mario J. Gabelli School of Business at Roger Williams University with a degree in Finance. Joe is an active member of the CFA Society Boston.