Sign in

You're signed outSign in or to get full access.

Calvin Grimes

Calvin Grimes

Associate at Jordan Park Group LLC

San Francisco, CA , United States

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

OrganizationRoleDate RangeDetails
Jordan Park GroupAssociateAug 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 GroupSenior AnalystAug 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 GroupAnalystJul 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 UtahPresident of University AmbassadorsMay 2019 to May 2020
University of UtahStudent Alumni Board MemberMay 2019 to May 2020
University of Utah - David Eccles School of BusinessVice President of Marketing for Finance ClubApr 2019 to May 2020
University of UtahHomecoming RoyaltySep 2019 to Sep 2019
An elected position chosen by the University of Utah's Alumni Association.
Sundance BayPrivate Equity Debt AnalystMay 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 FundEquity AnalystAug 2018 to May 2019
Selected as 1 of 23 analysts to conduct research on publicly traded equities for a $700,000 portfolio.
University of UtahVice President of Marketing for University AmbassadorsMay 2018 to May 2019
University of UtahOffice of Admissions Visitor Support TeamMay 2017 to May 2018
University of Utah - David Eccles School of BusinessBusiness ScholarAug 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)

NameRoleLocation
B
Bobby Palladino
Portfolio ManagerNew York, NY , United States
B
Brian Goncalves
Senior AssociateBeverly, MA , United States
Brian Lagrotteria
Brian Lagrotteria
PartnerSan Francisco, CA , United States
Camille Polster
Camille Polster
AssociateSan Francisco, CA , United States
C
Cassidy Bruner
AnalystCA , United States
D
David Salisbury
PartnerCA , United States
Emily Schiller
Emily Schiller
Vice President, ESG and Impact InvestingSan Francisco, CA , United States
E
Eric Miller
Vice President, Investment InfrastructureSan Francisco, CA , United States
George Lusch
George Lusch
PartnerLafayette, CA , United States
George Paxos
George Paxos
Senior AnalystNew York, NY , United States
Showing 1-10 of 41 team members

Similar Fund Managers

NameRoleFundLocation
Caleb Silsby
Caleb Silsby
Chief Portfolio ManagerWhittier Trust Co.Newport Beach, CA , United States
C
Calvin Lee
Fund ManagerWhittier Trust Co.Alhambra, CA , United States
Supreet Shah
Supreet Shah
Investment AssociateSepio Capital, LPUnited States
Alex Rahm
Alex Rahm
Investment AssociateSepio Capital, LPProvo, UT , United States
Jennifer Heller
Jennifer Heller
President and Chief Investment OfficerBrandywine Trust Co.New York, NY , United States
Tyler Olsen
Tyler Olsen
Investment AssociateBrandywine Trust Co.New York, NY , United States