![Joe Benoit](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Perfil
Mr. Joseph J.
Benoit is a Portfolio Manager at Grimes & Co., Inc. His role includes portfolio design and implementation, security selection, and oversight of all trading operations.
He also provides input during the Core Equity and Core Dividend stock selection process.
He joined the firm in July 2006.
He is an Assistant Portfolio Manager on the Risk Managed Income strategies and Co-Portfolio Manager on the Managed Allocation Portfolio strategies.
Mr. Benoit was previously employed as an Associate Director by Roger Williams University and he served as Associate Director for the University's Center for Advanced Financial Education.
He graduated from the Gabelli School of Business at Roger Williams University with a BS in Financial Services.
He is also a CFA charter holder.
Cargos activos de Joe Benoit
Empresas | Cargo | Inicio |
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Grimes & Co., Inc.
![]() Grimes & Co., Inc. Investment ManagersFinance Grimes & Co., Inc. (Grimes) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Westborough, Massachusetts. The firm was founded in 1985 by Timothy Grimes. Grimes provides investment advisory services to individuals, business entities, trusts, pension & profit sharing plans, estates, charitable organizations, and state or municipal government entities. | Trading-Equity | 01/07/2006 |
Antiguos cargos conocidos de Joe Benoit.
Empresas | Cargo | Fin |
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Roger Williams University | Corporate Officer/Principal | - |
Formación de Joe Benoit.
Fordham University | Undergraduate Degree |
Experiencias
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Empresas privadas | 1 |
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Grimes & Co., Inc.
![]() Grimes & Co., Inc. Investment ManagersFinance Grimes & Co., Inc. (Grimes) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Westborough, Massachusetts. The firm was founded in 1985 by Timothy Grimes. Grimes provides investment advisory services to individuals, business entities, trusts, pension & profit sharing plans, estates, charitable organizations, and state or municipal government entities. | Finance |
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