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Brian Presti
Directeur en chef des Investissements chez
TFC Financial Management, Inc.
Profil
Mr. Brian J.
Presti, CFA, is a Chief Investment Officer & Shareholder at TFC Financial Management, Inc. He joined the firm in 2023.
As Chief Investment Officer, he supervises and oversees TFC's Investment Process and is responsible for leading TFC's Investment Committee and investment team.
He works closely with the Investment Committee to make decisions on asset allocation, portfolio structure, the selection of external managers, and new investment opportunities.
Prior to joining the firm, Mr. Presti was the Director of Portfolio Strategy and a Senior Portfolio Manager with The Colony Group.
In this role, he was responsible for macroeconomic and market research, manager due diligence, asset allocation, and portfolio design and implementation.
Additionally, he served as the portfolio manager for a number of private client and institutional relationships.
Prior to these roles, he was the Director of Investment Research and then Chief Investment Officer with Harvest Capital Management before their merger with The Colony Group.
While at The Colony Group, he also oversaw the firm’s Sustainable Investing Solutions, an offering he designed while he was with Harvest.
He received a Bachelor of Arts in Political Science from Columbia University.
He earned the Chartered Financial Analyst designation in 2005 and the Chartered SRI Counselor Designation in 2019.
Postes actifs de Brian Presti
| Sociétés | Poste | Début |
|---|---|---|
TFC Financial Management, Inc.
 TFC Financial Management, Inc. Investment ManagersFinance TFC Financial primarily utilizes no-load mutual funds and ETFs, and their portfolios are generally global in scope and value oriented. The firm employs a “core-passive” approach in both the fixed income and equity segments of balanced portfolios. | Directeur en chef des Investissements | 01/06/2023 |
Anciens postes connus de Brian Presti
| Sociétés | Poste | Fin |
|---|---|---|
Focus Partners Wealth LLC
 Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle. | Stratège de marché | 01/06/2023 |
Harvest Capital Management, Inc.
 Harvest Capital Management, Inc. Investment ManagersFinance Harvest Capital Management (HCM) employs a disciplined, conservative investment strategy based on fundamental proprietary research. Their management style is a blend of value and growth with the overriding consideration of uncovering growth at reasonable prices. Their disciplined financial analysis is designed to improve objectivity and diminish emotional influence. They are long-term investors, not short-term traders. HCM seeks to generate consistent returns and superior long-term results. The firm's strategies take each client's individual tax situation into account to enhance after-tax results.^ ^ HCM utilizes a broad range of asset classes and investment vehicles to create globally diversified, multi-asset class portfolios. They focus on careful asset allocation using disciplined rebalancing techniques. Securities may include: domestic equities, international developed market equities, emerging market equities, commercial real estate direct investments, REITs, fixed-income securities, TIPS, natural resources, private equity, investment notes, absolute return strategies and cash/cash equivalents.^ ^ To avoid single-issuer risk, HCM uses passive or structured index vehicles to broadly diversify portfolios. The firm seeks investments with low correlations to each other to dampen return volatility within the portfolio and to provide protection in difficult markets. They minimize correlations by diversifying globally across asset types that tend to move independently of each other. HCM also employs absolute return strategies which derive their returns from different economic factors than those typically affecting stocks and bonds. | Analyst-Equity | 14/11/2019 |
D. L. Carlson Investment Group, Inc.
 D. L. Carlson Investment Group, Inc. Investment ManagersFinance D.L. Carlson offers three different portfolio investment styles: Equity, Balanced or Fixed Income. The firm predominantly uses fundamental analysis when selecting investments. | Analyst-Equity | 01/01/2015 |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Corporate Officer/Principal | 31/12/2005 |
FMR LLC
 FMR LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31/12/1998 |
Formation de Brian Presti
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
D. L. Carlson Investment Group, Inc.
D. L. Carlson Investment Group, Inc. Investment ManagersFinance D.L. Carlson offers three different portfolio investment styles: Equity, Balanced or Fixed Income. The firm predominantly uses fundamental analysis when selecting investments. | Finance |
Focus Partners Wealth LLC
Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle. | Finance |
Harvest Capital Management, Inc.
Harvest Capital Management, Inc. Investment ManagersFinance Harvest Capital Management (HCM) employs a disciplined, conservative investment strategy based on fundamental proprietary research. Their management style is a blend of value and growth with the overriding consideration of uncovering growth at reasonable prices. Their disciplined financial analysis is designed to improve objectivity and diminish emotional influence. They are long-term investors, not short-term traders. HCM seeks to generate consistent returns and superior long-term results. The firm's strategies take each client's individual tax situation into account to enhance after-tax results.^ ^ HCM utilizes a broad range of asset classes and investment vehicles to create globally diversified, multi-asset class portfolios. They focus on careful asset allocation using disciplined rebalancing techniques. Securities may include: domestic equities, international developed market equities, emerging market equities, commercial real estate direct investments, REITs, fixed-income securities, TIPS, natural resources, private equity, investment notes, absolute return strategies and cash/cash equivalents.^ ^ To avoid single-issuer risk, HCM uses passive or structured index vehicles to broadly diversify portfolios. The firm seeks investments with low correlations to each other to dampen return volatility within the portfolio and to provide protection in difficult markets. They minimize correlations by diversifying globally across asset types that tend to move independently of each other. HCM also employs absolute return strategies which derive their returns from different economic factors than those typically affecting stocks and bonds. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Finance |
The Trustees of Columbia University in The City of New York
 The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FMR LLC
FMR LLC Investment ManagersFinance Provides investment advice | Finance |
TFC Financial Management, Inc.
TFC Financial Management, Inc. Investment ManagersFinance TFC Financial primarily utilizes no-load mutual funds and ETFs, and their portfolios are generally global in scope and value oriented. The firm employs a “core-passive” approach in both the fixed income and equity segments of balanced portfolios. | Finance |
