Jay enjoys helping clients take the least amount of risk necessary in their investment accounts in order to achieve the goals in their financial plan. He customizes portfolios so that clients feel confident trusting their assets with our firm for years to come. Jay graduated from Assumption University with a BA in Economics with a business concentration as well as dual minors in Finance and Management. He received his MBA in Economics and Financial Markets from Bentley University. While pursuing his MBA, Jay worked at Lexington Wealth Management. Prior to joining Grimes & Company in 2015, he worked for Financial Foundations Inc. Jay is a CFP® (CERTIFIED FINANCIAL PLANNER™) and an AIF®