James R. Grinney, CFA Expert Witness
Curriculum Vitae

Contact Information

  • Phone: 561-622-8346
  • Cell: 561-315-6712
  • Fax: 561-622-8346
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Specialties & Experience

General Specialties: Economics and Securities & Investments

Specialty Focus: Trust & Fiduciary investment compliance, securities suitability, portfolio management

Education: B.A., Carleton College

Years in Practice: 36

Additional Information

Chief Investment Officer of Florida/Georgia, Northern Trust Bank. Directed and supervised investment activities of 70 portfolio managers in FL/GA responsible for $30 billion in high net worth personal assets. Member Northern Trust Investment Policy Committee. Member of Northern Trust Concentration Committee. Chairman - Southeast Trust Investment Committee. Team Leader - Planning and Inteligence - Southeast Disaster Recovery Committee. Regular guest speaker on Paul Kangas' PBS-TV Nightly Business Report. Past President South Florida Financial Analysts Society.