Tim enjoys working with clients to map out their long-term financial plan and build a customized investment portfolio that will help them reach their unique goals. Tim joined Grimes & Company in 2021 with 13 years of asset management experience. He holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations and is a 2008 graduate of the University of New Hampshire where he studied finance and economics. Tim began his career in financial services with Cambridge Associates in Boston before joining Natixis Investment Managers as an investment analyst and relationship manager. During his time with Natixis, Tim worked with RIA’s and institutional investor