Brian Lagrotteria Location
- San Francisco, CA, US
Brian Lagrotteria Work
- 2022 - now Partner @
- 2017 - now Senior Vice President, Client Advisory @
- 2010 - 2017 Vice President @ Goldman Sachs
- now Investment Analyst @ Off Wall Street Consulting Group
- now Summer Associate, Equities @
- now Financial Correspondent @
Brian Lagrotteria 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 - New Trier 1995
Brian Lagrotteria 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
- Capital Markets
- Asset Managment
- Fixed Income
- Investments
- Hedge Funds
- Emerging Markets
- Alternative Investments
- Investment Management
- Bonds
- Start-ups
- Securities
- Commodity
- Series 7
- Options
- Equity Research
- Estate Planning
- Multi-generational wealth transfer
- Series 63
- Finance
- Tactical Asset Allocation
- Relationship Management at all levels
- Superior Client Service
- Private Client Services
- Relationship Management
- Start Ups
- Holistic Financial
- Tactical Asset
- Global Tactical Asset
- Strategic Financial
- Multi Generational Wealth Transfer
- Strategy
- Wealth Preservation
- Business Development
- Multi Generational
- Advisory
Brian Lagrotteria Summary
- Brian Lagrotteria, based in San Francisco, CA, US, is currently a Partner at Jordan Park Group. Brian Lagrotteria brings 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 has 2 emails and 1 mobile phone numbers on RocketReach.
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