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Jordan Alan Letendre
Gestionnaire de Portefeuille-Actions chez
Grimes & Co. Wealth Management LLC
Profil
Mr. Jordan A. Letendre is a Financial Advisor at Grimes & Co. Wealth Management LLC.
Prior to joining Grimes & Company in July 2014, Mr. Letendre worked for an independent registered investment advisory firm on the North Shore of Massachusetts.
He is a graduate of Bryant University with a BS in Business Administration and a concentration in Financial Services.
Postes actifs de Jordan Alan Letendre
| 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. | Gestionnaire de Portefeuille-Actions | 01/07/2014 |
Formation de Jordan Alan Letendre
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Sociétés cotées
Entreprise privées
Relations
38
Relations au 1er degré
2
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
Bryant University
 Bryant University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
