Grassi Investment Management: 30 Years of Excellence in Wealth Management | Pete Grassi, Sr., Senior Partner, Grassi Investment Management, LLC 00:10:00
Pete Grassi, Sr. is the Senior Partner at Grassi Investment Management, LLC, a private wealth management firm located in Redwood City, California. With over 50 years of experience in the financial markets, Pete has dedicated his career to providing exceptional, customized services to high net-worth individuals and institutions. He is committed to preserving capital in down markets and adding capital in good markets, ensuring that each client's individual risk tolerance is respected. Pete Grassi, Jr. is the Managing Partner at Grassi Investment Management, LLC. Following in his father’s footsteps, Pete brings a wealth of knowledge and experience to the firm. He is instrumental in managing the firm's portfolios, customer service skills, and social responsibility agenda, helping clients achieve their financial goals through a careful balance of risk management and capital growth.