Grimes & Company

Matthew Licata is a financial advisor at Grimes & Company with a Series 65 designation and one year of industry experience. Prior to joining Grimes, he worked briefly at Fidelity Investments and has experience in educational and sports-related roles. Grimes & Company provides discretionary portfolio management and financial planning to a range of individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm employs proprietary research and portfolio-management systems to build customized investment strategies across various asset classes and also serves other advisers and sub-advisory clients.

Karen Kelly is a CFP® and Series 65-licensed advisor with six years of industry experience. She has worked with Grimes & Company since 2021 and previously held positions at Financial Navigators Inc., Connect Events Group, and operated her own consulting business, Karen Kelly Consulting LLC, for over two decades. Grimes & Company provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutions, estates, and government entities. The firm employs customized investment strategies using proprietary research and multiple asset classes, while also offering trustee services and acting as a sub-adviser to other investment advisers.

Maureen Pasciucco is a CFA® charterholder and Series 65 license holder with 12 years of experience in the financial industry. She has been with Grimes & Company, Inc. since 2013. Grimes & Company provides discretionary portfolio management and financial planning to a diverse client base including individuals, institutions, estates, and government entities. The firm emphasizes customized investment strategies using proprietary research and serves other investment advisers as clients, while also offering affiliated trustee services.

Brendan Shea is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Grimes & Company. Prior to joining Grimes & Company in 2026, he worked at Heritage Financial Services for four years and FP Solutions RI for one year. He began his career after graduating from Bryant University and has experience that spans advisory roles in different firms. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm employs proprietary research and portfolio-management systems to build customized investment strategies across mutual funds, ETFs, individual securities, and private funds, and also serves other investment advisers as clients and acts as a sub-adviser.

Justin Davis is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has been with Grimes & Company since 2019 and previously worked at J.P. Morgan Securities and TD Ameritrade. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm uses proprietary research and portfolio-management systems to build customized investment strategies across a range of securities and investment vehicles.

Jordan Letendre is a CFP® professional with 15 years of experience in financial advising. He has worked at Grimes & Company since 2014 and previously at Boston Hill Advisors from 2011 to 2014. He is a member of the Financial Planning Association of Massachusetts and serves on the Investment Committee at St Joseph's Abbey. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm builds customized investment strategies using proprietary research and offers trustee services and sub-advisory roles for other investment advisers.

Cody Forbush is a financial advisor at Grimes & Company with 15 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His work history includes roles at Dickinson Investment Advisors, TS Capital, and TD Ameritrade prior to joining Grimes & Company in 2022. Grimes & Company provides discretionary portfolio management and financial planning services to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm uses proprietary research and portfolio-management systems to build customized strategies across mutual funds, ETFs, individual securities, and private funds, and also serves other investment advisers and acts as a sub-adviser.

Tristan Bishop is a CFP® professional affiliated with Grimes & Company and has two years of industry experience. Before joining Grimes & Company, he worked at Lido Advisors and Third Act Wealth Management, among other firms. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, and government entities. The firm builds customized investment strategies using proprietary research, various fund types, and both affiliated and unaffiliated private funds.

Kevin Grimes is a CFP® and CFA® with 28 years of experience in financial advising. He has been with Grimes & Company since 1999 and worked at Mid Atlantic Capital Corporation from 2017 to 2021. He serves as a board member for the charitable organization North Hill. Grimes & Company provides discretionary portfolio management and financial planning to individuals, institutions, and other investment advisers. The firm builds customized investment strategies using proprietary research, offering a range of investment vehicles while also providing trustee services through an affiliated trust entity.

Molly Welch is a financial advisor at Grimes & Company with CFP®, CFA®, and Series 65 designations and five years of industry experience. Prior to joining Grimes & Company in 2021, she worked at athenahealth from 2016 to 2021. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm builds customized investment strategies using proprietary research and portfolio-management systems, and it also offers trustee services and acts as a sub-adviser to other investment advisers.

Gordon Thomas is a CFP® professional with 10 years of experience in the financial services industry. He currently works at Grimes & Company and has previously been employed by MML Investor Services, Baystate Financial, and Fidelity Investments. Grimes & Company provides discretionary portfolio management and financial planning for a diverse client base, including individual and institutional clients, estates, charitable organizations, pension and profit-sharing plans, and governmental entities. The firm uses proprietary research and portfolio-management systems to build customized investment strategies across various asset classes and also offers trustee services through an affiliated trust entity.

Sean Kommerstad is a financial advisor at Grimes & Company with 10 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation as well as Series 63 and Series 65 licenses. Prior to joining Grimes & Company in 2025, he worked at Two Rivers Capital Consulting for nine years and Invesco Advisers, Inc. for one year. Grimes & Company provides discretionary portfolio management and financial planning services to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm employs customized investment strategies based on proprietary research and offers trustee services, sub-advisory arrangements, and allocates across a range of investment vehicles, including mutual funds, ETFs, individual securities, and private funds.

Todd Herman is a CFP® professional with five years of industry experience, currently serving at Grimes & Company since 2022. His prior roles include positions at iCapital, LLC, Kaplan College for Financial Planning, and Siharum Advisors. Grimes & Company provides discretionary portfolio management and financial planning for individual and institutional clients, including estates, charitable organizations, and government entities. The firm creates customized investment strategies utilizing proprietary research and offers trustee services through an affiliated trust entity.

Emily Wood is a CFP® with 24 years of industry experience, currently serving at Grimes & Company since 2002. She previously worked at NewEdge Securities, LLC for 16 years. Wood holds roles outside of her advisory work, including assistant treasurer at the New England Botanical Garden at Tower Hill and a steering committee member for the McNulty Women's Institute for Women's Leadership. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including charitable organizations and government entities. The firm uses proprietary research to build customized investment strategies across a range of investment vehicles and also offers trustee services and sub-advisory arrangements.

David Roberts is a CFP®-credentialed financial advisor with 26 years of industry experience. He has worked at Grimes & Company since 2021 and previously held roles at TDAmeritrade and TD Waterhouse Investor Services. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, and government entities. The firm uses proprietary research and portfolio-management systems to create customized investment strategies across a variety of vehicles and also offers trustee services through an affiliated trust entity.