Avatar of Brett Grimes.

Brett Grimes

Managing Director @ Financial Institution
As the managing director of a respected financial institution in Santa Barbara, Brett Grimes leverages more than 30 years of advising experience to guide clients in the development of long-term financial strategies. Brett Grimes has held senior level positions with various other financial institutions and was named to the 2015 and 2016 list of Barron’s Top 100 Financial Advisors. Apart from his work in the financial industry, Brett Grimes actively supports a number of charitable organizations in the Santa Barbara area. A volunteer with the Storyteller Center Santa Barbara, he helped provide early childhood educational services for homeless and at-risk children. He is also a former member of the board with the Los Angeles Dream Center, an organization which transforms lives by addressing the needs in the areas of homelessness, hunger, poverty, addiction, abuse, education and human trafficking. The foundation has a nationwide network of volunteers and fellow organizations that provide these services throughout the United States, and belonged to the Southern California Grantmakers group. In his free time, Mr. Grimes participates in outdoor activities such as snow skiing and horseback riding. He also enjoys supporting the Notre Dame football team.
Financial Institution
University of California, Los Angeles
Santa Barbara, CA, USA

Work experiences

Managing Director

Financial Institution

Mar 2019 ~ Present

Executive Director

Financial Institution

Jul 2008 ~ Mar 2019
10 yrs 9 mos

Senior Vice President

UBS

Jan 1990 ~ Jul 2008
18 yrs 7 mos

Educations

University of California, Los Angeles

Bachelor of Arts (BA)
Economics

1982 - 1985
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