Verified recordFinancial Services

Peter Rossi

Senior Vice President Investments - Stifel at Stifel Financial Corp

Based in San Francisco, United States

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Seniority

Vp

Department

Finance & Accounting

Location

San Francisco

Industry

Financial Services

Company size

7.3K

Contact information

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Email

1 credit

p•••••••@stifel.com

Phone

5 credits

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Background

About Peter Rossi

The Rossi Wealth Advisory Group of Stifel is located in San Francisco. Our approach is a hands on, constantly adapting structure that uses forward investment strategy rather than retrospective review to maintain the highest potential performance. Our founding member Peter Rossi, has over 30 years of experience in the financial services industry, specializing in California municipal bond portfolios. Our clients include high net-worth individuals, investment advisors, financial planners, money managers, banks, and endowments. These groups and individuals receive our extensive experience, analysis, and communication about their investment portfolios. Specialties: Fixed Income, Investment Planning, Asset Management Strategies, Wealth Management Strategies, Trading, Bonds, and Municipal Bonds Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms:

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