J. Michael Grenon, CIMA®
Principal, Vice President
Mike is a CIMA® and committed community volunteer.
The core of Mike’s practice is working with high net worth individuals and their families, and he also has considerable experience working with non-profit foundations, endowments, and corporate retirement plans.
Mike has been in the investment and financial planning business for over 25 years. After graduating from Villanova University in 1992 with a BA in Economics and minors in Business and English, Mike joined UBS PaineWebber in Worcester where he worked as a financial advisor for 13 years. In 2006 he joined Grimes and Company because of its size, independence and team based approach to helping clients.
Mike is a Certified Investment Management Analyst (CIMA®) and an active member of the Investment Management Consultants Association (IMCA). He is a member of the firm’s Executive Management team, Financial Planning Committee, and the Investment Council.
Thanks to his parents’ influence, Mike has always felt it is important to give back to the community and is very involved in a number of Central Massachusetts organizations. He is a past President of the board for Catholic Charities of Worcester, the Worcester Economic Club, and the Worcester Young Businessmen’s Association. Mike currently serves on the Board of Directors at bankHometown, Worcester Academy, the Health Foundation of Central MA, and the Worcester Regional Research Bureau. He also chairs the Investment Committee for Worcester Academy and the Health Foundation of Central Massachusetts, and serves on the investment committee for St. Joseph’s Abbey.
Mike resides in Northborough, MA with his wife Brittany and three daughters. In his free time Mike loves to golf with his family and friends, read, and travel.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Grimes is engaged, or continues to be engaged, to provide investment advisory services.
The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Grimes does not serve as an attorney, accountant, or insurance agent. Grimes does not prepare legal documents, nor does it sell insurance products. If the client desires, one of Grimes’ representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Grimes’ written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.