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Charles Grimm, CPA, PFS, MBA, CFP®

Senior Wealth Advisor & Financial Planning Consultant, Managing Director

Cleveland, OH

Designations

Work Experience

Joined MAI in 2023
Previously a Wealth Management Advisor for Fifth Third Private Bank in the Northeast Ohio Market
Member of American Institute of Certified Public Accountants
Member of Ohio Society of CPAs
Part time faculty member at the University of Akron
Member and Ohio Recruitment Ambassador, UB Alumni Association

Life Outside of MAI

Polaris Career Center – Business Advisory Council and Instructor, 2012 – present
Loyola Cub of Northeast Ohio – Treasurer, 2021- present
Catholic Education Endowment Trust (CEET) – Board Member, 2015-2019
Great Lakes Conference (GLC) – League Commissioner, 2014-2022
Lake Erie Basketball Officials Association – Secretary/Treasurer, 2002-2020

Education