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Our Team

Investment Management

Financial Planning

Joe is a CFA Charterholder and enjoys playing men’s league basketball.

Joe Benoit, CFA

Portfolio Manager

Chris is a CFA Charterholder and enjoys golfing.

Christopher S. Deeley, CFA

Financial Advisor

Tom has been to every major league baseball stadium.

Tom Dunlap, CFA

Senior Investment Analyst

“There isn’t an outdoor hockey skate he didn’t like!”

Rich Dunsmore, CLU,^® CLTC^®

Director of Insurance

Gwen enjoys boating and fishing with friends and family.

Gwen Fitzgerald

Performance Analyst

Mike is a CIMA® and committed community volunteer.

J. Michael Grenon, CIMA^®

Principal, Vice President

Kevin is the company’s CEO and enjoys unwinding by the fireplace with family and friends.

Kevin T. Grimes, CFA, CFP^®

CEO | Chief Investment Officer

Adam is a CFA, CFP® and constantly humbled golfer.

Adam R. Jacobs, CFA, CFP^®

Vice President

Outside of the office, Ben enjoys golfing and skiing with friends and family.

Benjamin Jette

Research Analyst, Trader

Matt is the company’s Chief Equity Strategist and is an avid collector of sports memorabilia.

Matt Morse, CFA

Chief Equity Strategist

Maureen is a CFA Charterholder and fitness enthusiast.

Maureen Pasciucco, CFA

Portfolio Operations Manager

Jae is CFA charterholder and devoted community volunteer.

Jae Y. Song, CFA

Sr. Quantitative Research Manager

Ben is CFA Charterholder and enjoys teaching (and learning) through athletics.

Benjamin B. Wallace, CFA

Portfolio Manager, Research Director

Load More People

Our process: Part art. Part science. All about you.

01.
Share Info
02.
Develop Plan
03.
Build Portfolio
04.
Actively Manage
05.
Review & Revise

Latest News & Insights

12.09.25 | Investment Management

Is This a BDC Buying Opportunity?

By Kevin T. Grimes, CFA, CFP®

12.08.25 | Investment Management

Bitcoin Diaries: 12/5/25

By Kevin T. Grimes, CFA, CFP®

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