Travis James Gross

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Profile

Mr. Travis J.
Gross is Financial Advisor at Grimes & Co., Inc. Mr. Gross was employed as Principal by BofA Distributors, Inc. He received his BA in Economics and Political Science from the University of Massachusetts.

Former positions of Travis James Gross

Companies	Position	End
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	30/04/2015
BofA Distributors, Inc. BofA Distributors, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-

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Private companies	3
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
BofA Distributors, Inc. BofA Distributors, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
University of Massachusetts University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services