Team

Alessandra Grassi

Alessandra Grassi

Director of Wealth Management Strategies

  • New York City
  • (212) 223-5006
Alessandra has significant experience in Wealth Management working for Deutsche Bank as a Portfolio Assistant to 30 high net worth families.  She was responsible for supporting portfolio managers on client portfolios of $1B AUM.  Alessandra also worked at KBK Wealth Management as a Wealth Advisor where she developed financial plans, implemented and maintained investment portfolios to help clients reach their long-term financial goals.  She also complemented client services with insurance sales.
 

Education

    BS, Lehigh University 
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