Ben Wallace

Director of Research - Equity at

Grimes & Co. Wealth Management LLC

Finance

Consumer Services

Profile

Mr. Benjamin B. Wallace, CFA, is a Portfolio Manager & Research Director at Grimes & Co. Wealth Management LLC.
He manages Core Equity and Core Dividend strategies and he is primarily responsible for individual stock research.
Prior to joining Grimes & Co in January 2001, Mr. Wallace worked as Securities Analyst for another Registered Investment Advisory Firm.
He graduated with a BA in Economics and a concentration in Finance from Franklin & Marshall College.

Ben Wallace active positions

Companies	Position	Start
Grimes & Co. Wealth Management LLC Grimes & Co. Wealth Management LLC Investment ManagersFinance Grimes is an active manager that combines traditional long-term investment approaches and cutting edge trading strategies to create customized, client-specific investment solutions. The firm primarily allocates client investment assets among various no-load and/or load-waived mutual fund classes and/or individual debt and equity securities, and, on a limited basis, independent managers, on a discretionary basis in accordance with the client’s designated investment objective(s). Grimes uses bottom-up quantitative modeling based on fundamentals, valuations, risk statistics and trend measures for their security selection process. Portfolio Managers rely on these tools to assist with the qualitative decision making and implementation.	Director of Research - Equity	2000-12-31

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Private companies	2
Grimes & Co. Wealth Management LLC Grimes & Co. Wealth Management LLC Investment ManagersFinance Grimes is an active manager that combines traditional long-term investment approaches and cutting edge trading strategies to create customized, client-specific investment solutions. The firm primarily allocates client investment assets among various no-load and/or load-waived mutual fund classes and/or individual debt and equity securities, and, on a limited basis, independent managers, on a discretionary basis in accordance with the client’s designated investment objective(s). Grimes uses bottom-up quantitative modeling based on fundamentals, valuations, risk statistics and trend measures for their security selection process. Portfolio Managers rely on these tools to assist with the qualitative decision making and implementation.	Finance
Franklin & Marshall College Franklin & Marshall College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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Finance