Risk Managed Income Strategy Co-Portfolio Manager

Kevin is Co‐Portfolio Manager on all of the tactical investment strategies of Grimes and Company, Inc. and serves as Advisor to the Grimes Core Equity and Core Dividend individual stock strategies. Prior to joining Grimes and Company Inc. in 1998, Kevin was an Equity Trader at a large independent brokerage in Boston. He graduated from Babson College, where he volunteers and mentors regularly and sits on the Babson endowment Investment Committee. As an industry leader he sits on Fidelity Investments’ RIA Leaders Committee as well as the Advisory Panel for Charles Schwab Institutional. Kevin has earned the Chartered Financial Analyst® (CFA®) and Certified Financial Planner™ designations. Kevin previously sat on the Board of Directors of the Red Cross of Massachusetts and is a member of The Boston Security Analysts Society (BSAS).