As a CFA Charterholder and member of the Investment team, Joe works alongside others managing several of the proprietary investment strategies in order to help deliver successful outcomes for our clients. Specifically he is Co-Portfolio Manager of the Risk Managed Income bond strategies as well as the tactical equity strategies at the firm. 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
Joe Benoit
Portfolio Manager
Grimes & Company Inc
United States, Massachusetts, Worcester County
About Me
Profile Information
Portfolio Manager
Grimes & Company Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Worcester County
Massachusetts
United States
Aug 8, 2024
More profiles to browse
Timothy Rheaume
Financial Advisor
CS
Christopher S. Deeley
Financial Advisor
Michael Grenon
VP and Principal
MD
Michael Davide
Chief Compliance Officer & Controller
You Might Like
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
JM
Justin Molina
Manager, Client Services
Wall Private Wealth
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST