Jennifer Ann Moran
Portfolio Manager-Equities at Grimes & Co., Inc.
Profile
Ms. Jennifer A.
Moran is a Financial Advisor at Grimes & Co., Inc. 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., 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. | Portfolio Manager-Equities | 2014-11-30 |
Former positions of Jennifer Ann Moran
| Companies | Position | End |
|---|---|---|
Daintree Advisors LLC
 Daintree Advisors LLC Investment ManagersFinance Part of Cerity Partners LLC, Daintree Advisors LLC is a company that provides investment advisory services. The company is based in Boston, MA. Daintree Advisors was acquired by Cerity Partners LLC on March 01, 2022. | Corporate Officer/Principal | - |
Training of Jennifer Ann Moran
| Syracuse University | Undergraduate Degree |
| Bentley University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
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 |
Daintree Advisors LLC
Daintree Advisors LLC Investment ManagersFinance Part of Cerity Partners LLC, Daintree Advisors LLC is a company that provides investment advisory services. The company is based in Boston, MA. Daintree Advisors was acquired by Cerity Partners LLC on March 01, 2022. | Finance |
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