Jo Ann Grasso
Profile
Prior to joining CooksonPeirce in 2000, Ms. Grasso became an NASD licensed Registered Representative (1997) working with Mass Mutual as Investment Coordinator, then as Equity Coordinator for Lincoln Financial Advisors.
She also worked for several years with the U.S.
Civil Service Commission, Office of Personnel Management in the Job Information department where she tested, rated, and advised prospective Federal employees as well as liaison with Federal Agencies in placing qualified applicants while adhering to strict guidelines.
Ms. Grasso received her Associates of Science in Business Administration from the University of Pittsburgh in 2004 and is continuing on to pursue a Bachelor of Science degree in Finance on a part-time basis.
She became Series 65 licensed in 2008.
Former positions of Jo Ann Grasso
Companies | Position | End |
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Cookson Peirce & Co., Inc.
Cookson Peirce & Co., Inc. Investment ManagersFinance Cookson Peirce & Co., Inc., do-business-as CooksonPeirce Wealth Management (CooksonPeirce), is an independent, SEC-registered investment adviser and wealth management firm headquartered in Pittsburgh, Pennsylvania. Founded in 1984, CooksonPeirce provides wealth management and financial planning services to individuals, high-net worth individuals, trusts, endowments, pensions and foundations. | Corporate Officer/Principal | - |
Experiences
Positions held
Linked companies
Private companies | 1 |
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Cookson Peirce & Co., Inc.
Cookson Peirce & Co., Inc. Investment ManagersFinance Cookson Peirce & Co., Inc., do-business-as CooksonPeirce Wealth Management (CooksonPeirce), is an independent, SEC-registered investment adviser and wealth management firm headquartered in Pittsburgh, Pennsylvania. Founded in 1984, CooksonPeirce provides wealth management and financial planning services to individuals, high-net worth individuals, trusts, endowments, pensions and foundations. | Finance |
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