Discover the Stories, Values, and Journeys Behind the Advisors Who Drive Our Success

At Grassi, our greatest asset is the talent that drives us and our clients forward. Beyond the Bio offers a closer look at the people who shape the firm through their experiences, leadership, and expertise. These individuals define what it means to be part of Grassi, bringing both personal passion and professional excellence to everything they do.

We believe that leadership is about more than titles—it’s about the values and experiences that guide our actions and decisions. Through the stories of our team, we share the journeys that have shaped them, both personally and professionally. These stories reflect the commitment to collaboration, innovation, and community that are at the heart of Grassi’s culture.

Every member of the Grassi team plays a crucial role in creating a positive impact for our clients, our firm, and our communities. Beyond the Bio gives you an inside look at the individuals who drive that impact—leaders who inspire and elevate those around them, creating an environment where talent thrives and ideas flourish.

These stories are more than just a glimpse into the lives of our team. It’s a celebration of the shared values, vision, and commitment that make Grassi a dynamic place to work and grow. Through their leadership, our people are continually shaping the firm’s future and making a lasting impact on the world around us.