Jennifer Ann Moran

Portfolio Manager-Equities at

Grimes & Co. Wealth Management LLC

Finance

Consumer Services

Profile

Ms. Jennifer A. Moran is a Financial Advisor at Grimes & Co. Wealth Management LLC.
She joined in December 2014.
Ms. Moran has nine years career in financial planning and investment management at Daintree Advisors, LLC and Wells Fargo Family Wealth.
Ms. Moran graduated magna cum laude from Syracuse University with dual Bachelor of Science degrees in Finance and Marketing.
She also holds a Masters degree in Financial Planning from Bentley University.

Jennifer Ann Moran 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.	Portfolio Manager-Equities	2014-11-30

All active positions of Jennifer Ann Moran

Former positions of Jennifer Ann Moran

Companies	Position	End
Daintree Advisors LLC Daintree Advisors LLC Investment ManagersFinance Provides investment advisory services	Corporate Officer/Principal	-

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Private companies	4
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
Bentley University Bentley University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Syracuse University Syracuse University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Daintree Advisors LLC Daintree Advisors LLC Investment ManagersFinance Provides investment advisory services	Finance