Brian Lagrotteria's Location
San Francisco, CA, US
Brian Lagrotteria's Work
- Partner @ Jordan Park Group
- Senior Vice President, Client Advisory @ Jordan Park Group
- Vice President @ Goldman Sachs
- Investment Analyst @ Off Wall Street Consulting Group
- Summer Associate, Equities @ Morgan Stanley
- Financial Correspondent @ Dow Jones
Brian Lagrotteria's Education
- Northwestern University - Kellogg School of Management
MBA (Finance)
2006 - 2008 - Johns Hopkins School of Advanced International Studies (SAIS)
MA (Economics/International Relations)
1999 - 2001 - Santa Clara University
BA (Italian/English)
1995 - 1999
Brian Lagrotteria's Skills
- Wealth Management
- Wealth Preservation Planning
- Strategic Financial Planning
- Holistic Financial Planning
- Portfolio Management
- Asset Allocation
- Global Tactical Asset Allocation
- Equities
- Private Equity
- Financial Modeling
Brian Lagrotteria's Summary
Brian Lagrotteria, based in San Francisco, CA, US, is currently a Partner at Jordan Park Group, bringing experience from previous roles at Jordan Park Group, Goldman Sachs, Off Wall Street Consulting Group and Morgan Stanley. Brian Lagrotteria holds a 2006 - 2008 MBA in Finance @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Wealth Management, Wealth Preservation Planning, Strategic Financial Planning, Holistic Financial Planning, Portfolio Management and more, Brian Lagrotteria contributes valuable insights to the industry. Brian Lagrotteria has 4 emails and 1 mobile phone number on RocketReach.
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