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Investment Team:

Rupert E. Grimm, CFA
Portfolio Manager and Chairman of the
Investment Policy Committee
35 years of investment experience



Rudi has more than 30 years of experience managing institutional portfolios and analyzing securities. He is a Managing Director and he leads the firm’s equity management in a large cap growth style. He is Chairman of the firm’s Investment Policy Committee which develops a consensus among the firm’s managers and provides strategies for fixed income, equity, and balanced portfolios.

Prior to joining Berkeley’s predecessor organization, Bank of America’s institutional investment management group in 1975, Rudi was with Amax, Inc., as an associate managing the firm’s pension assets. He began his investment career as a securities analyst with Goldman, Sachs & Company. Prior to his investment career, Rudi served as a captain in the U.S. Army, in various command and staff assignments.

Rudi is a graduate of the U.S. Military Academy at West Point and holds an MBA from the Wharton Graduate School at the University of Pennsylvania. He is a Chartered Financial Analyst and a member of the Security Analysts Society of San Francisco. His outside services include being a member of the budget and finance committee of the Northern California Arthritis Foundation.

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