![Mark Grimaldi](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mark Grimaldi
Directeur Général chez
Grimaldi Portfolio Solutions, Inc.
Profil
Mark Anthony Grimaldi is the founder of Grimaldi Portfolio Solutions, Inc., founded in 1996, and holds the title of President since 2021.
Former jobs include Investment Coordinator at Meyer Handelman Co. LLC, Principal at Prime Financial Services, Inc., Principal at Aviemore Asset Management LLC, and Principal at Marshall & Sterling Wealth Advisors, Inc. Education includes an undergraduate degree from the State University of New York at Albany, conferred in 1985.
Postes actifs de Mark Grimaldi
| Sociétés | Poste | Début |
|---|---|---|
Grimaldi Portfolio Solutions, Inc.
 Grimaldi Portfolio Solutions, Inc. Investment ManagersFinance GPS reviews the global economic landscape to ascertain when and if indicators support the purchase or sale of specific types of investments for client portfolios on a daily basis. Some of the indicators that the firm may use in their decision-making process includes: investor sentiment, money supply, consumer confidence, industrial production, consumption and distribution, inventories and orders, inflation, employment, construction, yield curve/interest rates, monetary policy, and political factors, among others. Once GPS has determined that the global economic landscape supports the purchase of investments for client portfolios, it begins selecting specific assets. In doing so, GPS invests primarily in no-load or load-waived open-end mutual funds or ETFs. The firm allocates assets among various investments taking into account the overall investment strategy selected by their clients. | Directeur Général | 01/03/1996 |
Anciens postes connus de Mark Grimaldi
| Sociétés | Poste | Fin |
|---|---|---|
Aviemore Asset Management LLC
 Aviemore Asset Management LLC Investment ManagersFinance Aviemore Asset Management manages the ETF Market Opportunity Fund, a non-diversified mutual fund. They invest in a carefully constructed portfolio of ETFs that seeks capital appreciation. The firm's investment process begins with fundamental analysis to eliminate ETFs that are overpriced or difficult to trade. Aviemore then employs quantitative methods, including Sharpe ratio and momentum analysis to eliminate ETFs with risk levels that are not justified by their expected return. Aviemore seeks to identify ETFs and stocks attractive valuations on several metrics including price movement, volatility, p/e ratios, growth rates, price-to-cash flow and p/b ratios. Portfolios are diversified with the objective of avoiding ETF combinations with redundant exposure to certain stocks or sectors. The ETF Market Opportunity Fund invests primarily in ETFs, but may invest directly in common stocks without regard to market-cap. The Fund may hold all or a portion of its assets cash or cash-equivalents like money market funds, CDs, short-term debt obligations and repurchase agreements, either due to pending investments or when investment opportunities are limited. The Fund also invests in ETFs that hold ADRs and may engage in short-term trading. The mix of fixed-income and equity ETFs may be substantially over-weighted or under-weighted based on current market conditions. | Gestionnaire de Portefeuille-Actions | 01/02/2009 |
Prime Financial Services, Inc.
 Prime Financial Services, Inc. Miscellaneous Commercial ServicesCommercial Services Provides fuel card services and transaction processing to the transportation industry | Corporate Officer/Principal | - |
Meyer Handelman Co. LLC
 Meyer Handelman Co. LLC Investment ManagersFinance Meyer Handelman Co.’s fundamental investment approach begins with review of current macroeconomic data to determine basic general policy toward equity and fixed-income investments. The firm invests mainly in exchange-listed equities, municipal bonds and US government bills, notes and bonds. On occasion, they also invest in equity securities traded over the counter, foreign issues, corporate debt securities, CDs and commercial paper. Meyer Handelman Co. does not invest in IPOs, nor do they advise on hedge funds or commodities. | Corporate Officer/Principal | - |
Marshall & Sterling Wealth Advisors, Inc.
 Marshall & Sterling Wealth Advisors, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Formation de Mark Grimaldi
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
80
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Meyer Handelman Co. LLC
Meyer Handelman Co. LLC Investment ManagersFinance Meyer Handelman Co.’s fundamental investment approach begins with review of current macroeconomic data to determine basic general policy toward equity and fixed-income investments. The firm invests mainly in exchange-listed equities, municipal bonds and US government bills, notes and bonds. On occasion, they also invest in equity securities traded over the counter, foreign issues, corporate debt securities, CDs and commercial paper. Meyer Handelman Co. does not invest in IPOs, nor do they advise on hedge funds or commodities. | Finance |
Prime Financial Services, Inc.
Prime Financial Services, Inc. Miscellaneous Commercial ServicesCommercial Services Provides fuel card services and transaction processing to the transportation industry | Commercial Services |
Aviemore Asset Management LLC
Aviemore Asset Management LLC Investment ManagersFinance Aviemore Asset Management manages the ETF Market Opportunity Fund, a non-diversified mutual fund. They invest in a carefully constructed portfolio of ETFs that seeks capital appreciation. The firm's investment process begins with fundamental analysis to eliminate ETFs that are overpriced or difficult to trade. Aviemore then employs quantitative methods, including Sharpe ratio and momentum analysis to eliminate ETFs with risk levels that are not justified by their expected return. Aviemore seeks to identify ETFs and stocks attractive valuations on several metrics including price movement, volatility, p/e ratios, growth rates, price-to-cash flow and p/b ratios. Portfolios are diversified with the objective of avoiding ETF combinations with redundant exposure to certain stocks or sectors. The ETF Market Opportunity Fund invests primarily in ETFs, but may invest directly in common stocks without regard to market-cap. The Fund may hold all or a portion of its assets cash or cash-equivalents like money market funds, CDs, short-term debt obligations and repurchase agreements, either due to pending investments or when investment opportunities are limited. The Fund also invests in ETFs that hold ADRs and may engage in short-term trading. The mix of fixed-income and equity ETFs may be substantially over-weighted or under-weighted based on current market conditions. | Finance |
State University of New York at Albany
 State University of New York at Albany Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Grimaldi Portfolio Solutions, Inc.
Grimaldi Portfolio Solutions, Inc. Investment ManagersFinance GPS reviews the global economic landscape to ascertain when and if indicators support the purchase or sale of specific types of investments for client portfolios on a daily basis. Some of the indicators that the firm may use in their decision-making process includes: investor sentiment, money supply, consumer confidence, industrial production, consumption and distribution, inventories and orders, inflation, employment, construction, yield curve/interest rates, monetary policy, and political factors, among others. Once GPS has determined that the global economic landscape supports the purchase of investments for client portfolios, it begins selecting specific assets. In doing so, GPS invests primarily in no-load or load-waived open-end mutual funds or ETFs. The firm allocates assets among various investments taking into account the overall investment strategy selected by their clients. | Finance |
Marshall & Sterling Wealth Advisors, Inc.
Marshall & Sterling Wealth Advisors, Inc. Investment ManagersFinance Provides investment advice | Finance |
