Financial Planning & Wealth Management Blog

Inside the Mind of CIO: Brandon Grimm

Written by Cara Shindler | July 2025

Brandon Grimm, MBA, CFA speaks with CAIS Live Conversations: Building With Alts. In this episode, “Inside the Mind of a CIO: Brandon Grimm on Investing Beyond the Traditional”, Brandon sits down to discuss how he’s evolving client portfolios with the inclusion of alternatives and what “Living a Life of Abundance” means.