![Brian James Pretti](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Brian James Pretti worked as a Research Analyst at Transamerica Corp.
from 1983 to 1985.
He later worked as Senior Vice President & Chief Investment Officer at The Mechanics Bank Asset Management.
He also worked as Senior Vice President & Head-Investment Management at Mechanics Bank (Walnut Creek, California) from 2011 to 2012.
Additionally, he worked as Partner & Chief Investment Officer at Capital Planning Advisors LLC.
Mr. Pretti earned an MBA degree from San Francisco State University in 1986 and an undergraduate degree from the University of San Francisco in 1980.
Anciens postes connus de Brian James Pretti
| Sociétés | Poste | Fin |
|---|---|---|
Transamerica Corp.
 Transamerica Corp. Life/Health InsuranceFinance Provides life insurance, retirement and investment services | Corporate Officer/Principal | 31/12/1985 |
Mechanics Bank (Walnut Creek, California)
 Mechanics Bank (Walnut Creek, California) Regional BanksFinance Provides banking services | Corporate Officer/Principal | - |
Capital Planning Advisors LLC
 Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors constructs globally diversified, risk-balanced portfolios and manages clients’ assets with a personalized tax and cash flow in mind. The firm builds and manages diversified portfolios that incorporate both public and private equity, credit, real estate and infrastructure investments. | Directeur en chef des Investissements | - |
The Mechanics Bank Asset Management
 The Mechanics Bank Asset Management Investment ManagersFinance Mechanics Bank AM provides personalized, objective-driven investment decisions. The firm helps clients identify stable and strong long-term investment performance opportunities that incorporate taxation, fiduciary principles, liquidity needs, and broader wealth planning. | Gestionnaire de Portefeuille-Actions | - |
Formation de Brian James Pretti
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
78
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Transamerica Corp.
Transamerica Corp. Life/Health InsuranceFinance Provides life insurance, retirement and investment services | Finance |
The Mechanics Bank Asset Management
The Mechanics Bank Asset Management Investment ManagersFinance Mechanics Bank AM provides personalized, objective-driven investment decisions. The firm helps clients identify stable and strong long-term investment performance opportunities that incorporate taxation, fiduciary principles, liquidity needs, and broader wealth planning. | Finance |
Mechanics Bank (Walnut Creek, California)
Mechanics Bank (Walnut Creek, California) Regional BanksFinance Provides banking services | Finance |
San Francisco State University
 San Francisco State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of San Francisco
 University of San Francisco Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Capital Planning Advisors LLC
Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors constructs globally diversified, risk-balanced portfolios and manages clients’ assets with a personalized tax and cash flow in mind. The firm builds and manages diversified portfolios that incorporate both public and private equity, credit, real estate and infrastructure investments. | Finance |
