Grimes will be responsible for managing and developing defined contribution and defined benefit relationships in Texas in both the corporate and non-profit domain. He specializes in consulting to corporate defined contribution and defined benefit plans on plan design, investment selection and monitoring, and fiduciary governance issues.
According to a press release, prior to joining SageView, Grimes worked for Westminster Consulting. He also handled several high-profile relationships for Fidelity Investments in the Northeast corridor, and previously led large-plan implementation projects within Fidelity’s transition services group. He also had a career selling in the institutional retirement space for AIG-VALIC.
Grimes earned his Bachelor’s and Master’s degrees from Sam Houston State University, and is currently pursuing his Chartered Financial Analyst designation.