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Portfolio Manager


Mr. Mark Anthony Grimaldi

Mr. Mark Anthony Grimaldi graduated Albany State University in 1985 with a BA degree in economics. His career in money management began as an Investment Coordinator at Meyer Handleman Company in New York. After two years, he joined Prime Financial Services as Director of Operations. In 1992 Mr. Grimaldi accepted a position as Manager, Securities Operations, at Marshall & Sterling Consultants in Poughkeepsie, New York. In 1997 he earned the Certified Fund Specialist (CFS) designation. From 1989-2005 Mr. Grimaldi coordinated and taught securities training classes at Dutchess Community College, Poughkeepsie, New York. On January 1, 2008, Mr. Grimaldi became Co-Manager of ETFOX. On January 1, 2010, Mr. Grimaldi assumed the role of Chief Economist and Money Manager of the Sector Rotation Fund (NAVFX). In 2014 Mark published his first book, The Money Compass.

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