In his role as Trader, Grant works closely with all members of our team to ensure that trading operations are conducted in a timely and effective manner.  On a daily basis, Grant will assist advisors with capital deployment, portfolio allocation oversight, and cash management, and also assists the investment operations supervisor with data setup and maintenance among the various technology platforms utilized by our firm.  Grant joined the financial services industry directly after college, and has built a diverse career with previous experience in trading and operations, portfolio management, compliance, reporting, and research.  Grant has always been committed to providing superior service to clients, and has had the opportunity to work with high-net worth individual investors, trusts and endowments, institutional investors, and retirement plan providers. 

Grant and his wife, Elisabeth, reside in Noblesville with their young son and dog.  Outside of work, he and his wife enjoy taking their son to all the parks and playgrounds that Hamilton County has to offer, spending weekends on the lake, visiting new restaurants around the area, and following their favorite sports and racing teams.