Grant joined Katahdin in late 2024, bringing a strong foundation in financial services. He began his career on the institutional side as an Advisor Tech Consultant at LPL Financial’s corporate office, where he worked closely with advisors nationwide to support their client needs. Through these experiences, Grant discovered his passion for working directly with clients and transitioned to a more advisory-focused role.
He is fully licensed, having passed the Series 7 and Series 66 exams (licenses held through LPL Financial) early in his career, and he now holds the Certified Financial Planner™ (CFP®) designation. Grant earned his bachelor’s degree in business finance from Chapman University in Southern California.
Based in New York City, Grant is well-positioned to collaborate with local research partners and stay closely connected to clients in the region. Outside of work, he’s likely on a golf course, a ski slope, or cheering on his favorite Boston sports teams.