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About
Calvin Grimes is currently an Associate at Jordan Park Group in San Francisco, California, where he works closely with high-net-worth individuals, families, and endowments to provide comprehensive investment management and wealth advisory services. His responsibilities include conducting due diligence, portfolio construction, and supporting client relationship management with a focus on tailoring solutions across client portfolios.
Grimes has steadily progressed within Jordan Park Group, starting as an Analyst in July 2020, then advancing to Senior Analyst and subsequently to Associate in August 2023. He brings expertise in multi-asset portfolio management, with exposure to traditional equities, fixed income, private equity, and alternative investments, aligning with the firm's holistic, client-centric investment approach.
He earned a Bachelor of Science in Finance with an emphasis in Advanced Financial Analysis from the University of Utah, providing a rigorous analytical foundation for his work. Grimes is recognized for his meticulous approach to investment due diligence and portfolio analysis, contributing to Jordan Park's reputation for serving sophisticated investors in complex asset classes.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Jordan Park Group | Associate | Aug 2023 to Present | Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. As an associate, Calvin works in an investment management role cover... |
| Jordan Park Group | Senior Analyst | Aug 2022 to Aug 2023 | Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, phila... |
| Jordan Park Group | Analyst | Jul 2020 to Aug 2022 | Jordan Park is a multi-family office empowering a distinct community to impact the world. Our mission is to help clients enhance their lives and legacies. Our team is comprised of empathetic problem s... |
| University of Utah | President of University Ambassadors | May 2019 to May 2020 | — |
| University of Utah | Student Alumni Board Member | May 2019 to May 2020 | — |
| University of Utah - David Eccles School of Business | Vice President of Marketing for Finance Club | Apr 2019 to May 2020 | — |
| University of Utah | Homecoming Royalty | Sep 2019 to Sep 2019 | An elected position chosen by the University of Utah's Alumni Association. |
| Sundance Bay | Private Equity Debt Analyst | May 2019 to Dec 2019 | Conduct market and developer research for prospective loans. Assist in marketing efforts including client gathering, email blast creation, and webpage analytics administration. |
| University of Utah Student Investment Fund | Equity Analyst | Aug 2018 to May 2019 | Selected as 1 of 23 analysts to conduct research on publicly traded equities for a $700,000 portfolio. |
| University of Utah | Vice President of Marketing for University Ambassadors | May 2018 to May 2019 | — |
| University of Utah | Office of Admissions Visitor Support Team | May 2017 to May 2018 | — |
| University of Utah - David Eccles School of Business | Business Scholar | Aug 2016 to May 2020 | — |
Education
University of Utah
Bachelor of Science in Finance, Emphasis in Advanced Financial Analysis
2016 — 2020
Sky View High School
High School Deploma
2012 — 2016
Others at Jordan Park Group LLC (41)
| Name | Role | Location |
|---|---|---|
B Bobby Palladino | Portfolio Manager | New York, NY , United States |
B Brian Goncalves | Senior Associate | Beverly, MA , United States |
| Partner | San Francisco, CA , United States | |
| Associate | San Francisco, CA , United States | |
C Cassidy Bruner | Analyst | CA , United States |
D David Salisbury | Partner | CA , United States |
| Vice President, ESG and Impact Investing | San Francisco, CA , United States | |
E Eric Miller | Vice President, Investment Infrastructure | San Francisco, CA , United States |
| Partner | Lafayette, CA , United States | |
| Senior Analyst | New York, NY , United States |
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