Contributing Writer, Kiplinger.com
Grant has worked in the investment industry for almost two decades by serving in various roles. Currently, Grant serves as the investment director at Legacy Research Group. He served as an editor of various investments newsletters to over 100,000 retail subscribers. He also wrote a popular investment newsletter devoted strictly to financial advisers and institutional investors. Before the newsletter business, Grant worked as a portfolio manager, lead research analyst, and head trader for a billion-dollar wealth manager for 10 years. He also spent a few years working in a specialized risk-trading department at Charles Schwab — where he was the first-ever external hire into an elite department. In Grant's first stint in the securities business (after passing Series 7, 64, and 24 exams), he ran a margin department and later supervised a trade desk for a discount brokerage firm.