Mark Grimaldi

Mr. Grimaldi is an award winning author. His new book RetireSMART: How to plan for a tax-free retirement won the NYC Big Book Award for the BEST finance book in 2019!

Mr. Grimaldi received a BA degree in economics from Albany State University in 1985. His career in economics began in 1986 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 Financial Consultants in Poughkeepsie, New York. In 1997, he earned the Certified Fund Specialist (CFS) designation. From 1989 through 2005, Mr. Grimaldi coordinated and taught securities training classes at Dutchess Community College, Poughkeepsie, New York. In 1996 he co-founded Grimaldi Portfolio Solutions, Inc.(GPS). GPS is a mid-sized SEC registered Investment Advisor that specializing in creating and managing custom investment portfolios for retail clients. In 2009 Mr. Grimaldi launched and manages The Sector Rotation Fund (NAVFX) a pure no-load fund. As of December 31, 2019 NAVFX achieved a 10 year 5-star ranking from Morningstar.com. Please visit NAVFX.com for more details and a prospectus. Mr. Grimaldi is co-author of The Money Compass: Where your money went and how to get it back.

Mr. Grimaldi has correctly forecast: The housing depression, The gold rush of 2006-2011, The 1000 point "Flash Crash", That national unemployment would hit 10% in 2009.