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Bradley J. Fretz
Nessuna posizione attualmente
Profilo
Mr. Fretz joined Ashfield & Co., Inc., Ashfield Capital Partners, LLC's predecessor firm, in 1989.
Previously, he held the position of First Vice President and Director of Investment Manager Evaluation Services in the Consulting Services Division of Shearson Lehman Hutton.
Prior to that, Mr. Fretz was responsible for institutional product development at The Vanguard Group and also served as a consultant at both Johnson & Higgins and Aetna Life & Casualty.
Mr. Fretz earned a B.A.
degree from Washington & Lee University and a M.B.A.
from The Wharton School, University of Pennsylvania.
Precedenti posizioni note di Bradley J. Fretz
Società | Posizione | Fine |
---|---|---|
Aetna Life Insurance Co.
![]() Aetna Life Insurance Co. Life/Health InsuranceFinance Aetna Life Insurance Co. provides life insurance services. It offers group and individual life insurance policies. The company was founded in 1853 and is headquartered in Hartford, CT. | Corporate Officer/Principal | - |
Johnson & Higgins
![]() Johnson & Higgins Life/Health InsuranceFinance Part of Marsh & McLennan Cos., Inc., Johnson & Higgins is a reinsurance broker. The company is based in Los Angeles, CA. Johnson & Higgins was acquired by Marsh & McLennan Cos., Inc. on March 27, 1997 for $1,800 million. | Corporate Officer/Principal | - |
GE Capital Mortgage Services of California, Inc.
![]() GE Capital Mortgage Services of California, Inc. Finance/Rental/LeasingFinance GE Capital Mortgage Services of California, Inc. is an American company that specializes in mortgage banking and insurance brokerage. On August 31, 1993, the company was acquired by General Electric Capital Corp. from American Express Co. for $70 million. | Corporate Officer/Principal | - |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Corporate Officer/Principal | - |
Ashfield Capital Partners LLC
![]() Ashfield Capital Partners LLC Investment ManagersFinance Ashfield Capital Partners LLC is a SEC-registered investment advisor headquartered in San Francisco, California. It was founded in 1973 and is a subsidiary of ACO Partners LLC in Canada. Ashfield Capital Partners provides investment advisory services to individuals and families, family offices, trusts and estates, and partnerships, and to institutional clients including corporate pension and profit-sharing plans, charitable institutions, and foundations. | Analyst-Equity | - |
Formazione di Bradley J. Fretz
Washington & Lee University | Undergraduate Degree |
University of Pennsylvania | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 5 |
---|---|
Ashfield Capital Partners LLC
![]() Ashfield Capital Partners LLC Investment ManagersFinance Ashfield Capital Partners LLC is a SEC-registered investment advisor headquartered in San Francisco, California. It was founded in 1973 and is a subsidiary of ACO Partners LLC in Canada. Ashfield Capital Partners provides investment advisory services to individuals and families, family offices, trusts and estates, and partnerships, and to institutional clients including corporate pension and profit-sharing plans, charitable institutions, and foundations. | Finance |
GE Capital Mortgage Services of California, Inc.
![]() GE Capital Mortgage Services of California, Inc. Finance/Rental/LeasingFinance GE Capital Mortgage Services of California, Inc. is an American company that specializes in mortgage banking and insurance brokerage. On August 31, 1993, the company was acquired by General Electric Capital Corp. from American Express Co. for $70 million. | Finance |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Finance |
Johnson & Higgins
![]() Johnson & Higgins Life/Health InsuranceFinance Part of Marsh & McLennan Cos., Inc., Johnson & Higgins is a reinsurance broker. The company is based in Los Angeles, CA. Johnson & Higgins was acquired by Marsh & McLennan Cos., Inc. on March 27, 1997 for $1,800 million. | Finance |
Aetna Life Insurance Co.
![]() Aetna Life Insurance Co. Life/Health InsuranceFinance Aetna Life Insurance Co. provides life insurance services. It offers group and individual life insurance policies. The company was founded in 1853 and is headquartered in Hartford, CT. | Finance |
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