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.
Tidigare kända positioner av Peter Ted Grassi
| Företag | Position | Slut |
|---|---|---|
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 | 2024-05-08 |
Peter Ted Grassis utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 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 |
















