Charles Grimm, CPA, PFS, MBA, CFP®

Designations

• CPA (Certified Public Accountant), Accountancy Board of Ohio
• PFS (Personal Financial Specialist), Designation with AICPA
• CERTIFIED FINANCIAL PLANNER^® professional¹

Work Experience

• Joined MAI in 2023
• Previously a Wealth Management Advisor for Fifth Third Private Bank in the Northeast Ohio Market
• Member of American Institute of Certified Public Accountants
• Member of Ohio Society of CPAs
• Part time faculty member at the University of Akron
• Member and Ohio Recruitment Ambassador, UB Alumni Association

Life Outside of MAI 

• Polaris Career Center – Business Advisory Council and Instructor, 2012 – present
• Loyola Cub of Northeast Ohio – Treasurer, 2021- present
• Catholic Education Endowment Trust (CEET) – Board Member, 2015-2019
• Great Lakes Conference (GLC) – League Commissioner, 2014-2022
• Lake Erie Basketball Officials Association – Secretary/Treasurer, 2002-2020

Education

• State University of New York, Buffalo, B.S – Accounting
• State University of New York, Buffalo, MBA – Finance

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.