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About
Brian Lagrotteria is a Partner at Jordan Park Group, a San Francisco-based financial services firm where he provides investment management and advisory solutions to high-net-worth individuals, families, and select institutions. Since joining Jordan Park Group in 2017, he has advanced from Senior Vice President, Client Advisory to the partnership, reflecting his leadership and client expertise.
He brings deep experience from his prior role as Vice President in the Private Wealth Management Division at Goldman Sachs, specializing in serving sophisticated client needs across multiple asset classes, including equities, fixed income, alternatives, and private investments. Brian is noted for his strategic approach to portfolio construction and wealth planning, tailored to meet the unique goals of ultra-high-net-worth clients.
Brian holds an MBA in Finance from Northwestern University's Kellogg School of Management, an MA in Economics and International Relations from Johns Hopkins SAIS, and a BA in Italian/English from Santa Clara University. His combination of analytical rigor and wide-ranging market expertise has contributed to significant achievements in managing and growing client wealth in dynamic market environments.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Jordan Park Group | Partner | Jan 2022 to Present | — |
| Jordan Park Group | Senior Vice President, Client Advisory | Apr 2017 to Present | Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, phila... |
| Goldman Sachs | Vice President | Jan 2010 to Apr 2017 | Brian was part of an 18 person team at Goldman Sachs that provided tailored wealth management advice and service to individuals, families, and non-profit organizations. |
| Off Wall Street Consulting Group | Investment Analyst | Jan 2009 to Dec 2009 | Off Wall Street is the premier equity research firm for sell, or short, recommendations. |
| Morgan Stanley | Summer Associate, Equities | Jan 2007 to Dec 2007 | — |
| Dow Jones Newswires | Financial Correspondent | Jan 2001 to Dec 2006 | — |
Education
Northwestern University - Kellogg School of Management
MBA, Finance
2006 — 2008
Johns Hopkins School of Advanced International Studies (SAIS)
MA, Economics/International Relations
1999 — 2001
Santa Clara University
BA, Italian/English
1995 — 1999
New Trier
1995
Skills & Expertise
Others at Jordan Park Group LLC (41)
| Name | Role | Location |
|---|---|---|
B Bobby Palladino | Portfolio Manager | New York, NY , United States |
B Brian Goncalves | Senior Associate | Beverly, MA , United States |
| Associate | San Francisco, CA , United States | |
C Cassidy Bruner | Analyst | CA , United States |
D David Salisbury | Partner | CA , United States |
 | Vice President, ESG and Impact Investing | San Francisco, CA , United States |
E Eric Miller | Vice President, Investment Infrastructure | San Francisco, CA , United States |
 | Partner | Lafayette, CA , United States |
 | Senior Analyst | New York, NY , United States |
 | Partner | New York, NY , United States |
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