With Sixteen years in the investment industry, Jerrold Grecu has extensive experience in securities analysis, portfolio management and risk management.   With a concentration in finance and economics, he earned a Bachelor of Science degree from the University of Arizona.  He also holds the prestigious Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and The Security Analysts of San Francisco.   He has appeared on television to discuss the economy and investing and has been quoted in various financial publications such as  SmartMoney magazine. A dynamic speaker, Jerrold teaches an investment class, “Wealth and Well-Being,” for several community adult education programs.  Jerrold has also served as President and Chairman of the Board for the San Francisco Triathlon Club, a non-profit charitable corporation benefiting local and national charitable causes.

Jerrold lives in Granite Bay, California with his wife Karin and sons, Kai and Lance.  Jerrold enjoys golf, cycling, hiking, camping and most any activity involving the great outdoors.   He has a passion for helping children with special needs and has coached YMCA basketball and volunteered time to the Special Olympics, the UCSF Children's Hospital and Arizona Cancer Center.