Senior Private Client Advisor
As a Senior Private Client Advisor, Lyssa Holman Grimaldo applies her deep wealth management and financial planning background to help clients align their investments with their broader goals, working closely with them on areas such as portfolio strategy, tax-aware planning, estate coordination, and multigenerational wealth transfer. She enjoys building long-term relationships with clients and collaborating with their outside professionals to simplify complex financial situations and support thoughtful decision-making.
Prior to joining Osterweis, Lyssa was a Wealth Manager at Laird Norton Wetherby, where she advised ultra-high net worth individuals and multigenerational families with complex planning needs across investment strategy, estate coordination, tax-aware planning, and wealth transfer.
Before Laird Norton Wetherby, Lyssa was a Team Lead and Senior Financial Advisor at Golub Group, now Summitry, where she delivered investment and planning solutions to high net worth families, foundations, and retirement plans. Prior to that, she advised ultra-high net worth and institutional clients at Merrill Lynch Private Bank and contributed to portfolio construction across global asset classes.
Lyssa holds the CERTIFIED FINANCIAL PLANNER® designation and is a Certified Divorce Financial Analyst® certificant.
She graduated from the University of California, Berkeley with a B.A. in Development Economics. Outside of work, Lyssa enjoys traveling and photography. She also volunteers for Rock the Street, Wall Street to mentor and educate young women about financial literacy.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
