| Name | Title | Contact Details |
|---|---|---|
Tim Martin |
CEO and Operating Partner | Profile |
Grassi was founded in 1980 by Louis C. Grassi, with only an empty filing cabinet and a desk. Since then, Grassi has grown to become one of the nations largest accounting firms with more than 360 employees and nine office locations in the U.S. and Italy. Our team of experienced CPAs, CFOs, business consultants, forensic accountants, valuation experts, trust and estate specialists and tax advisors offer strategic advice and customized solutions to overcome all obstacles standing in the way of your greatest success. We do this through our commitment to add Strength in Certainty to every business decision and financial move you make.
The Future Needs a Heritage Heritage Bank of Commerce, founded in 1994, is a community business bank headquartered in San Jose. For over 30 years, HBC has provided a consultative relationship banking approach with clients, offering valuable services to help them achieve their long-term business goals. The Bank combines the classic values of relationship-based, customer-focused community banking, with a forward-looking, strategic approach. Our solution-driven team of experienced, dedicated and innovative bankers, partner with you to find a custom solution that fits your business needs. Our large spectrum of credit and loan products spans from factoring to open lines of credits, cash management solutions to support and leverage your business cash flow, as well as a dedicated HOA Specialty Banking department servicing the HOA community with the latest in banking technology. Bank Focused on People Working with People With over 800 Non-profit organizations spanning a wide variety of industries, we know the intricacy of banking for non-profits. At HBC, we take a strong consultative approach empowering you to make meaningful business decisions that will allow you to have a strong impact in your community. As a conservative three plus billion dollar, publicly traded, 5-Star Bauer Financial rated, FDIC insured bank we check all the traditional boxes for a financial institution. But community banking is much more. HBC is involved on a deeper level with industry, business and community leaders, and is able to leverage this network successfully for our clients business goals. As part of our mission to give back, our relationship managers are required to be active in their community. They serve on boards, are deeply involved with their local business organizations and chambers, and are taking active roles in shaping their business areas. Member FDIC | Equal Housing Lender | NMLS ID# 486849
Safety National is a prominent specialty insurance and reinsurance provider with over 80 years of experience. As a wholly-owned subsidiary of Tokio Marine Holdings, Inc., it benefits from the strength of one of the worlds top insurance groups. The company focuses on building strong relationships and providing long-term solutions for its customers. Safety National specializes in long-term insurance and reinsurance solutions, particularly in managing high-exposure claims. It offers MAP Client Services®, a suite of online risk control resources designed to help policyholders improve their safety and compliance programs. The company is highly rated by major financial agencies, holding an A++ rating from A.M. Best and an A+ rating from Standard & Poor’s. The corporate culture at Safety National emphasizes diversity, equity, and inclusion, aiming to reflect the communities it serves. The company is committed to corporate social responsibility through sustainability practices and charitable efforts. Safety National actively seeks talented individuals who share its dedication to excellence and growth.