Business Operations & Client Service
(top row from left to right) Kelly Cavagnaro, Nancy Murphy, Nicole Foran, Karen Belliveau
(bottom row from left to right) Cheryl McNally, Ashley Ransow, Laurie Holmes
Laurie L. Holmes | Senior Client Service Manager
Laurie L. Holmes joined Grimes & Company in 2005. As a Senior Client Service Manager, Laurie works closely with our President, Tim Grimes, and his clients to provide an unparalleled level of service in the industry. She is Series 7 and Series 66 licensed, and an active member of the Operations Panel for one of our custodians. Laurie has extensive experience in the financial industry, most recently working at Morgan Stanley as a Branch Manager Assistant.
Karen A. Belliveau | Senior Client Service Manager
Karen A. Belliveau has had a long tenure at Grimes & Company, joining the firm in 1994 as a Client Service Manager. She has her Bachelor’s Degree from Becker College, is Series 7 and Series 66 licensed, and actively involved in many charitable organizations. Now a senior member of our Business Operations Team, Karen serves as excellent resource to new employees while performing her primary role of servicing client relationships.
Kelly A. Cavagnaro | Client Service Manager
Kelly A. Cavagnaro joined Grimes & Company in 2009 after working as a Client Service Representative at National Financial Services / Fidelity Investments. Kelly brings her vivacious energy to each client engagement and is always eager to assist other employees of the firm. Her attention to detail and positive attitude are invaluable contributions to the team.
Nicole M. Foran | Client Service Manager
Nicole M. Foran joined Grimes & Company in 2007, bringing several years of key experience to the Client Service Manager role. Previously she worked at Fidelity Investment’s Electronic Support Services group, providing client service across multiple departments including pensions, insurance, and payroll administration. Nicole quickly responds to client requests and questions, and is always happy to go above and beyond to fulfill client needs.
Ashley A. Ransow, MBA | Project Manager
Ashley A. Ransow joined the firm in 2010 as a Client Service Manager. She graduated from Bentley University with a BS in Economics and a concentration in Finance, and was a Registered Associate Financial Representative at Northwestern Mutual prior to joining the firm. Ashley received her MBA from Bentley University in 2011 and now serves as Project Manager, responsible for strategic development, procedure implementation, and marketing material design.
Cheryl A. McNally | Systems Administrator
Cheryl A. McNally has been with Grimes & Company since 1997. As our Systems Administrator, Cheryl is responsible for the ongoing maintenance of our portfolio and client relationship management systems. Cheryl is Series 7 and Series 66 licensed and, with her comprehensive knowledge in both technology and investment securities, works closely with the firm’s management to provide support for many of the operational needs of the company.
Nancy T. Murphy | Administrative Coordinator
Nancy T. Murphy joined Grimes & Company in 2006 after a successful administrative career in both the legal and insurance industries. She brings over 25 years of experience to the firm, serving as our primary contact for both clients and various vendors. Nancy also directs administrative services including organization of our document management system and coordination of our quarterly client correspondence.
