Rick Grimshaw
Senior Vice President, Financial Advisor at Morgan Stanley
- Role
- Senior Portfolio Management Director, Senior Investment Management Consultant, Financial Advisor at Morgan Stanley
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Rick Grimshaw
Please contact me by e-mail or telephone only at r••••••••@ms.com or 50••••••16. I cannot respond to messages using LinkedIn. Morgan Stanley Smith Barney LLC. Member SIPC.
Experience
Senior Portfolio Management Director, Senior Investment Management Consultant, Financial Advisor
Aug 2004 — Present · Portland, OR, US
Certified Portfolio Manager, CPM (R)Certified Investment Management Analyst, CIMA (SM)©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms:
Education
University of Oregon - Charles H. Lundquist College of Business
Bachelor of Arts [double major]
1970 — 1976
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