Mark Grimaldi
Directeur Général chez Grimaldi Portfolio Solutions, Inc.
Profil
Mark Anthony Grimaldi is the founder.
He founded Grimaldi Portfolio Solutions, Inc. in 1996 and currently holds the title of President.
Mr. Grimaldi's former job positions include being an Investment Coordinator at Meyer Handelman Co. LLC, a Principal at Prime Financial Services, Inc., a Principal at Aviemore Asset Management LLC, and a Principal at Marshall & Sterling Wealth Advisors, Inc. Mr. Grimaldi obtained an undergraduate degree from the State University of New York at Albany in 1985.
Postes actifs de Mark Grimaldi
| Sociétés | Poste | Début |
|---|---|---|
Grimaldi Portfolio Solutions, Inc.
 Grimaldi Portfolio Solutions, Inc. Investment ManagersFinance Grimaldi Portfolio Solutions, Inc. (GPS) is a registered independent investment advisor headquartered in Wappingers Falls, New York and was founded in 1996. The firm was formerly known as Navigator Money Management, Inc. GPS offers their advisory services to individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations or other business entities. | Directeur Général | 01/03/1996 |
Anciens postes connus de Mark Grimaldi
| Sociétés | Poste | Fin |
|---|---|---|
Aviemore Asset Management LLC
 Aviemore Asset Management LLC Investment ManagersFinance Founded in 1993 by Paul Frank, Aviemore Asset Management LLC is a registered investment advisor located in Old Chatham, New York. They manage the ETF Market Opportunity Fund (ETFOX), formerly the Navigator Fund (NAVFX). | Gestionnaire de Portefeuille-Actions | 01/02/2009 |
Prime Financial Services, Inc.
 Prime Financial Services, Inc. Miscellaneous Commercial ServicesCommercial Services Part of B. Riley Financial, Inc., Prime Financial Services, Inc. is a company that provides fuel card services and transaction processing to the transportation industry. The company is based in Poughkeepsie, NY. | Corporate Officer/Principal | - |
Meyer Handelman Co. LLC
 Meyer Handelman Co. LLC Investment ManagersFinance Meyer Handelman Co. LLC is a privately held, SEC-registered investment advisor and wealth management firm headquartered in Rye Brook, New York. The firm was founded by Meyer Handelman in 1933. They became a partnership in 1951 and were reorganized as an LLC in 2009. Meyer Handelman Co. provides investment advice principally to high-net-worth individuals, trusts and charitable foundations. | Corporate Officer/Principal | - |
Marshall & Sterling Wealth Advisors, Inc.
 Marshall & Sterling Wealth Advisors, Inc. Investment ManagersFinance Part of Marshall & Sterling Enterprises, Inc., Marshall & Sterling Wealth Advisors, Inc. is a registered investment adviser based in Poughkeepsie, NY. The company offers personalized, hands-on service to educate clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. The experienced professionals help clients create an approach that is designed to address their individual situation and monitor a strategy that's designed to address their individual situation. The company offers a full range of investment and financial services and has access to a wide array of strategies. Marshall & Sterling Wealth Advisors is dedicated to simplifying the complexities of the financial world and supporting clients in achieving and protecting what matters most. | Corporate Officer/Principal | - |
Formation de Mark Grimaldi
| State University of New York at Albany | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Aviemore Asset Management LLC
Aviemore Asset Management LLC Investment ManagersFinance Founded in 1993 by Paul Frank, Aviemore Asset Management LLC is a registered investment advisor located in Old Chatham, New York. They manage the ETF Market Opportunity Fund (ETFOX), formerly the Navigator Fund (NAVFX). | Finance |
Grimaldi Portfolio Solutions, Inc.
Grimaldi Portfolio Solutions, Inc. Investment ManagersFinance Grimaldi Portfolio Solutions, Inc. (GPS) is a registered independent investment advisor headquartered in Wappingers Falls, New York and was founded in 1996. The firm was formerly known as Navigator Money Management, Inc. GPS offers their advisory services to individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations or other business entities. | Finance |
Prime Financial Services, Inc.
Prime Financial Services, Inc. Miscellaneous Commercial ServicesCommercial Services Part of B. Riley Financial, Inc., Prime Financial Services, Inc. is a company that provides fuel card services and transaction processing to the transportation industry. The company is based in Poughkeepsie, NY. | Commercial Services |
Marshall & Sterling Wealth Advisors, Inc.
Marshall & Sterling Wealth Advisors, Inc. Investment ManagersFinance Part of Marshall & Sterling Enterprises, Inc., Marshall & Sterling Wealth Advisors, Inc. is a registered investment adviser based in Poughkeepsie, NY. The company offers personalized, hands-on service to educate clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. The experienced professionals help clients create an approach that is designed to address their individual situation and monitor a strategy that's designed to address their individual situation. The company offers a full range of investment and financial services and has access to a wide array of strategies. Marshall & Sterling Wealth Advisors is dedicated to simplifying the complexities of the financial world and supporting clients in achieving and protecting what matters most. | Finance |
Meyer Handelman Co. LLC
Meyer Handelman Co. LLC Investment ManagersFinance Meyer Handelman Co. LLC is a privately held, SEC-registered investment advisor and wealth management firm headquartered in Rye Brook, New York. The firm was founded by Meyer Handelman in 1933. They became a partnership in 1951 and were reorganized as an LLC in 2009. Meyer Handelman Co. provides investment advice principally to high-net-worth individuals, trusts and charitable foundations. | Finance |
