Ted Grigsby, CIMA is a senior consultant for the Hyas Group and focuses on serving the firm’s retirement plan sponsor clients. With nearly 20 years of experience in the investment services industry, he works with plan sponsor committees to improve participant outcomes through plan design, fiduciary training and governance, investment monitoring, vendor management, and fee analysis and review. Throughout his career, Mr. Grigsby has spent time serving both the board room and developing participant education programs, which has allowed him to bring a unique and experienced perspective to plan design and portfolio construction. In order to stay current on industry trends, enhancements, and changing legislation, Mr. Grigsby conducts regular on-site due-diligence trips to major record keepers and industry professionals.
Prior to joining the Hyas Group, Mr. Grigsby worked at Human Investing, a Northwest-based Registered Investment Advisor firm for 12 years. The majority of his tenure was spent developing and leading all aspects of the firm’s retirement plan practice. As a director and lead consultant, Mr. Grigsby’s responsibilities included plan design, investment menu construction, RFP management, vendor management, and developing customized participant education programs. Mr. Grigsby primarily served the firm’s corporate and nonprofit clients.
Mr. Grigsby began his career at Franklin-Templeton Investments in California. During his time at Franklin, he worked closely with the firm’s global portfolio management and trading team and gained valuable insight into the inner-workings of mutual fund companies.
Mr. Grigsby earned a Bachelor of Science in Business and Finance from the University of Oregon, Lundquist College of Business. He has also completed graduate studies in finance from the University of Portland, Pamplin School of Business. Mr. Grigsby has received a CIMA® certification, having completed his education at the University of Chicago Booth School of Business.
He is a FINRA Series 65 license-holder and is a member of the Investment and Wealth Institute. He is also a member of the National Association of Government Defined Contribution Administrators (NAGDCA). Mr. Grigsby volunteers his time to serve as a committee member for several nonprofit organizations.