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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

Vice President, Head of Portfolio Operations

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, Executive Vice President

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

Kevin T. Grimes, CFA, CFP^®

CEO

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 an avid collector of sports memorabilia.

Matt Morse, CFA

Chief Investment Officer

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

Director of Data & AI

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

Benjamin B. Wallace, CFA

Chief Market Strategist

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

03.24.26 | Conquer the Gaps

Conquer the Gaps: A New Initiative from Grimes & Company

By Emily G. Wood, CFP®

03.10.26 | Financial Literacy

Understanding Benefits & Compensation (Video)

By Gordon J. Thomas, CFP®

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