Joe Benoit

Trading-Equity chez

Grimes & Co. Wealth Management LLC

Consumer Services

Finance

Profil

Mr. Joseph J.
Benoit is a Portfolio Manager at Grimes & Co. Wealth Management LLC.
His role includes portfolio design and implementation, security selection, and oversight of all trading operations.
He also provides input during the Core Equity and Core Dividend stock selection process.
He joined the firm in July 2006.
He is an Assistant Portfolio Manager on the Risk Managed Income strategies and Co-Portfolio Manager on the Managed Allocation Portfolio strategies.
Mr. Benoit was previously employed as an Associate Director by Roger Williams University and he served as Associate Director for the University's Center for Advanced Financial Education.
He graduated from the Gabelli School of Business at Roger Williams University with a BS in Financial Services.
He is also a CFA charter holder.

Postes actifs de Joe Benoit

Sociétés	Poste	Début
Grimes & Co. Wealth Management LLC Grimes & Co. Wealth Management LLC Investment ManagersFinance Grimes is an active manager that combines traditional long-term investment approaches and cutting edge trading strategies to create customized, client-specific investment solutions. The firm primarily allocates client investment assets among various no-load and/or load-waived mutual fund classes and/or individual debt and equity securities, and, on a limited basis, independent managers, on a discretionary basis in accordance with the client’s designated investment objective(s). Grimes uses bottom-up quantitative modeling based on fundamentals, valuations, risk statistics and trend measures for their security selection process. Portfolio Managers rely on these tools to assist with the qualitative decision making and implementation.	Trading-Equity	01/07/2006

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Anciens postes connus de Joe Benoit

Sociétés	Poste	Fin
Roger Williams University Roger Williams University Other Consumer ServicesConsumer Services Functions as a College/University	Corporate Officer/Principal	-

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Entreprise privées	3
Grimes & Co. Wealth Management LLC Grimes & Co. Wealth Management LLC Investment ManagersFinance Grimes is an active manager that combines traditional long-term investment approaches and cutting edge trading strategies to create customized, client-specific investment solutions. The firm primarily allocates client investment assets among various no-load and/or load-waived mutual fund classes and/or individual debt and equity securities, and, on a limited basis, independent managers, on a discretionary basis in accordance with the client’s designated investment objective(s). Grimes uses bottom-up quantitative modeling based on fundamentals, valuations, risk statistics and trend measures for their security selection process. Portfolio Managers rely on these tools to assist with the qualitative decision making and implementation.	Finance
Fordham University Fordham University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Roger Williams University Roger Williams University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services