The Money Compass: Where Your Money Went and How to Get It Back

About the Authors

Mark A. Grimaldi

Mr. Grimaldi received a BA degree in economics from Albany State University in 1985. His career in money management began in 1986 as an investment coordinator at Meyer Handleman Company in New York. After two years, he joined Prime Financial Services as Director of Operations. In 1992, Mr. Grimaldi accepted a position as manager, Securities Operations, at Marshall & Sterling Consultants in Poughkeepsie, New York. In 1996, he cofounded Navigator Money Management, Inc. and The Prestige Organization, Inc. In 1997, he earned the Certified Fund Specialist (CFS) designation. From 1989 through 2005, Mr. Grimaldi coordinated and taught securities training classes at Dutchess Community College, Poughkeepsie, New York. In 2004, Mr. Grimaldi became chief portfolio manager of the Navigator newsletters. Mr. Grimaldi is the portfolio manager of The Sector Rotation Fund (NAVFX), a pure no-load mutual fund. In January 2011, Mr. Grimaldi formed a strategic partnership with one of America’s most trusted financial experts of CNBC TV. They created a new and exciting newsletter called The Money Navigator. Mr. Grimaldi acts as chief portfolio manager and economist on this joint venture.

G. Stevenson Smith

G. Stevenson Smith is the John Massey Endowed Professor of Accounting and chair of the Department of Accounting and Finance in the John Massey School of Business at Southeastern Oklahoma State University. He is a CMA and a CPA. Professor Smith received his PhD from ...