Marissa Lafave (CRD# 7012854) is an Investment Advisor Representative working at Parnassus Investments, LLC in San Francisco, CA and has over 5 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Parnassus Investments, LLC | San Francisco, CA | Nov 2021 - Current | 2 |
| Parnassus Funds Distributor, LLC | San Francisco, CA | May 2019 - Dec 2021 | 2 |
| Parnassus Investments, LLC | San Francisco, CA | Oct 2021 - Nov 2021 | < 1 |
| Parnassus Investments | San Francisco, CA | Aug 2018 - Sep 2021 | 3 |
| Green Century Capital Managment | Boston, MA | Aug 2016 - Aug 2018 | 2 |
| Power Advisory LLC | Boston, MA | May 2016 - Aug 2016 | < 1 |
| Green Century Capital Management | Boston, MA | Jan 2016 - May 2016 | < 1 |
| Boston University | Boston, MA | Sep 2012 - May 2016 | 3 |
| Energysage, Inc. | Boston, MA | May 2015 - Sep 2015 | < 1 |
| Climate Action Business Association | Boston, MA | Feb 2015 - May 2015 | < 1 |
| University Of Auckland | Auckland, | Jul 2014 - Nov 2014 | < 1 |
| Catering On The Charles | Boston, MA | Sep 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- CA
-
Total Assets Under Management46,521MILLIONS
-
Total Number of Accounts24ACCOUNTS
-
Average Account Value$1,938,375,221
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
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