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