Jim Gribbell

Jim Gribbell, CFA, is a Portfolio Manager for Wealth Management at LMCG Investments, LLC in Boston, where he has served since 2006. In this role, he is responsible for managing investment portfolios and offering wealth management solutions for private clients, with a focus on developing and implementing customized strategies that address complex financial goals. His key responsibilities center on asset allocation, security selection, and risk management tailored to high-net-worth individuals and families.

With over 30 years of experience in the investment industry, Jim's career includes senior leadership at Babson Capital Management, where he was a Managing Director, and prior roles at Merrill Lynch. He has extensive expertise managing portfolios across equity and fixed income asset classes, with particular strengths in small, mid, and large cap equity strategies, global multi-asset portfolios, and fixed income securities including U.S. government, municipal, and corporate bonds.

Jim earned a Bachelor of Science in Finance and Real Estate from The Wharton School at the University of Pennsylvania. He is a CFA Charterholder, underlining his depth of expertise in security analysis, portfolio construction, and investment management. Throughout his career, Jim has been recognized for his ability to develop tax-efficient investment strategies and adapt to evolving client needs, making significant contributions to the wealth management sector.