Brian Lagrotteria
Partner at Jordan Park
- Role
- Partner at Jordan Park Group
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Brian Lagrotteria
Brian joined Jordan Park as Senior Vice President, Client Advisory in 2017. Prior to Jordan Park, he was a Vice President in the Private Wealth Management Division of Goldman Sachs, where he worked from 2010 to 2017. He previously worked as an investment analyst for Off Wall Street, an equity research firm, and reported for the Dow Jones Newswires and the Wall Street Journal from Italy and France. He has volunteered his time teaching a weekly class on personal finance and achievement to middle school students through Citizen Schools, for which he received President Barack Obama’s Volunteer Service Award.
Experience
Partner
Jan 2022 — Present · San Francisco, CA, US
Education
Northwestern University - Kellogg School of Management
MBA, Finance
2006 — 2008
Santa Clara University
BA, Italian/English
1995 — 1999
Johns Hopkins School of Advanced International Studies (SAIS)
MA, Economics/International Relations
1999 — 2001
Skills
- Relationship Management at All Levels
- Securities
- Estate Planning
- Finance
- Capital Markets
- Series 7
- Portfolio Management
- Start-Ups
- Asset Allocation
- Superior Client Service
- Equities
- Options
- Equity Research
- Wealth Preservation Planning
- Wealth Management
- Bonds
- Strategic Financial Planning
- Emerging Markets
- Multi-Generational Wealth Transfer
- Private Client Services
- Financial Modeling
- Alternative Investments
- Private Equity
- Tactical Asset Allocation
- Investments
- Holistic Financial Planning
- Fixed Income
- Investment Management
- Hedge Funds
- Asset Managment
- Global Tactical Asset Allocation
- Commodity
- Series 63
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