![Peter Ted Grassi](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Peter T.
Grassi was previously employed as a Partner by Grassi Investment Management LLC.
He received his undergraduate degree from the University of California, Berkeley.
Anciens postes connus de Peter Ted Grassi
| Sociétés | Poste | Fin |
|---|---|---|
Grassi Investment Management LLC
 Grassi Investment Management LLC Investment ManagersFinance Grassi combines a highly disciplined, risk adverse investment philosophy with personalized service to achieve each client's objectives with the lowest possible exposure to risk and in as consistent a manner as possible. They aim to maintain a low degree of portfolio volatility and a high degree of investment flexibility. For equity portfolios, the firm employs a bottom-up investment strategy that focuses on fundamental analysis and research and seeks to identify specific companies that have above average growth potential. For fixed-income portfolio, Grassi focuses on a total rate of return and seeks to achieve this goal by purchasing debt securities with staggered maturities to take advantage of fluctuating interest rates. | Compliance Officer | 08/05/2024 |
Formation de Peter Ted Grassi
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
89
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Grassi Investment Management LLC
Grassi Investment Management LLC Investment ManagersFinance Grassi combines a highly disciplined, risk adverse investment philosophy with personalized service to achieve each client's objectives with the lowest possible exposure to risk and in as consistent a manner as possible. They aim to maintain a low degree of portfolio volatility and a high degree of investment flexibility. For equity portfolios, the firm employs a bottom-up investment strategy that focuses on fundamental analysis and research and seeks to identify specific companies that have above average growth potential. For fixed-income portfolio, Grassi focuses on a total rate of return and seeks to achieve this goal by purchasing debt securities with staggered maturities to take advantage of fluctuating interest rates. | Finance |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
