As Portfolio Analyst & Trader, Grant is the liaison between Investment Management, Operations and Account Administration. He is responsible for ensuring accuracy of trades and transfers and performing routine reviews to ensure client accounts remain properly allocated to their investment targets. In addition to his investment responsibilities, Grant assists The Trust Company's Compliance Officer, among other duties.
Grant is a lifelong Manhattan resident who graduated from Kansas State University in 2014 with dual majors in Sociology and History. Following graduation, Grant began a career with KS State Bank under the mentorship of their resident compliance officer. He has since built a career as an internal auditor in the banking industry, earning Certified Fraud Examiner (CFE) certification in 2019, and completing extensive training in compliance, regulatory requirements, and fraud identification and reporting.
"I feel the most accomplished when I have helped to solve a problem and made any job easier for my colleagues."
Grant and his wife, Emily, a freelance journalist, enjoy many creative pursuits in their spare time. Their current project is the restoration of a 100-year-old home in Manhattan. Grant also enjoys volunteering for CASA and Habitat for Humanity.
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