Winfield ("Win") C. Grimm

Winfield ("Win") Grimm serves as Director of Family Office Financial Planning for RWA. In this role, Win works closely with the Senior Financial Planning Director to design and implement financial plans for our individual and family clients. Win is a key firm resource on our chosen financial planning software, eMoney, and uses this technology to maximize our clients' connectivity to their wealth and retirement goals. Win also partners with RWA investment and client service professionals, Ropes & Gray trustees, and clients' external advisors to ensure that various aspects of their wealth management plans are implemented.

Prior to joining RWA in 2015, Win served as an Assistant Financial Analyst at AIG and as a Finance Co-op at L-3 Communications. At AIG he researched and analyzed small insurance companies for AIG to reinsure, as well as reviewed process records using statistical analysis to locate errors. At L-3 he worked in accounts payable, maintained airfare, tax and freight spreadsheets and performed inventory matching on a daily basis.

Win earned an MBA from Boston University's Questrom School of Business and BS in Business Administration from Northeastern University. Originally from Martha's Vineyard, Win currently resides in Boston, though goes back to the island as often as he can. He enjoys playing pickup basketball, estate sales, and paddle boarding.