Brokerage Services offered by Shareholder Services Group
Clearing and Custody of Client Assets through Pershing/BNY Mellon
Advisory services are offered through Gripman lnvestment Advisors, LLC
Products and service are only offered only to United States citizens and residents in states where we are registered and/or licensed. Any information on this website is intended solely for such persons. Please check with us for availability in your state.
Tim is a founding partner and the Chief Executive Officer and Portfolio Manager for Gripman Investment Advisors.
In 2015, Gripman Investment Advisors was founded by Tim Bond and Brian Bookheimer. After long and successful careers at J.P. Morgan, Tim and Brian wished to create a specialized investment firm with the highest levels of professionalism and integrity and senior-level attention to clients and relationships.
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Gripman Investment Advisors
752 High Street
Worthington, Ohio 43085
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Brian is a founding partner and the Chief Operating Officer and Chief Compliance Officer for Gripman Investment Advisors.
- Chief Financial Officer for Banc One Financial Card Services
- Global Planning and Analysis Manager for J.P. Morgan Asset Management’s Global Investment Management Technology and Operations
- Business Management and Reporting Manager for J.P. Morgan’s Global Financial Crimes Corporate
Compliance Anti-Money Laundering /Investigations division
Kelly is the newest member of the Gripman team and Chief Marketing Officer