Tim Bond

We Can't know the future


We also focus on liquidity in an attempt to make sure that if the economy hits a rough patch that a company will be around to continue to grow once the economy improves.  This also applies at the security level where we look to minimize the potential for capital loss. 

We build portfolios one security at a time and compare risk/reward of each security


Each security is converted to an expected cash flow yield and cash flows are subjected to various macro scenarios to determine potential volatility. 

Experience

An Experienced Approach

Brian Bookheimer

Tim is the Chief Executive Officer and Portfolio Manager for Gripman Investment Advisors.  Tim is a founding partner who helped create this firm after serving more than 10 years with J.P. Morgan Asset Management.  Some key skills that he has developed during his career include the following:

  • Management of equity and fixed income portfolios
  • Coverage of all credit sectors; industrial, utility, financial, structured, high grade, high yield and distressed investments
  • Trading in cash equities and fixed income plus derivative components of these assets
  • Before JPM worked for a large insurance asset manager
  • Started in commodities trading at Midwestern energy trading firms

Brian is the Chief Operating Officer and Chief Compliance Officer for Gripman Investment Advisors.  Brian is a founding partner who helped create this firm after serving more than 25 years with J.P. Morgan Chase.  Some of the key roles that he had during his career include the following:

  • Oversaw the Finance, Accounting and Billing functions as the CFO for Banc One Financial Card Services.  In addition to providing all back office services for the Credit Card business, FCS also provided transaction processing services for major financial firms.
  • During his 14 years within Asset Management, Brian served in a variety of Financial roles.  The last six were Global Planning & Analysis Manager for Global Investment Management Technology & Operations, which included the Americas, Europe, Asia and Japan.
  • Served within Global Financial Crimes Corporate Compliance as the Business Management & Reporting Manager for JPM's Anti-Money Laundering/Anti-Terrorist Investigations organization.

About Us

After long and successful careers at J.P. Morgan, Tim Bond and Brian Bookheimer were interested in some new and exciting opportunities and have found that with the establishment of Gripman Investment Advisors.  Tim and Brian enjoyed a combined 35 years of experience working at J.P. Morgan, where Tim served as a long-time Analyst/Sector Portfolio Manager for one of their largest and most successful flagship funds.  With the unique challenges that the markets present to investors today, however, they wanted to create a product that could help investment advisors better meet those challenges for their clients.  They are pleased at being able to leverage their success within Investment Management at J.P. Morgan with the establishment of this firm.



We look to build a portfolio of solid cash flows