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Grant is responsible for assisting the portfolio management team in managing balanced accounts for our clients. Grant holds a BA from Denison University and an MS from UVA McIntire School of Commerce.

Education

  • Denison University, BA
  • UVA McIntire School of Commerce, MS

Please be alert to impersonation fraud.

Bad actors are impersonating our colleagues, and people across the financial services industry, on WhatsApp and other messaging platforms. We do not solicit business through these means. 

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