Benjamin B. Wallace, CFA | Portfolio Manager, Research Director
Benjamin B. Wallace spearheads the Grimes & Company research process. As the lead Portfolio Manager for the Core Equity and Core Dividend strategies, he is primarily responsible for individual stock research. He also facilitates asset allocation decisions, authors the Outlook and leads the weekly Investment Committee meeting. Ben graduated from Franklin & Marshall College with a BA in Economics and a concentration in Finance. Prior to joining Grimes & Company in January 2001, he worked as Securities Analyst for another Registered Investment Advisory Firm. Ben is a CFA® charterholder and an active member of The Boston Security Analysts Society (BSAS).