Profilo
Mr. Brent J.
Petty is a Managing Director, Partner and Senior Investment Advisor at Northwest Capital Management, Inc. His primary responsibilities include assisting plan sponsors with plan governance (e.g., investment policies, education policies, committee charters, etc.), investment menu construction and monitoring, and vendor?due-diligence.
He played a key role in the development of NWCM’s annual “best practices” checklist which reviews key plan documents including vendor fee disclosure reports, participant disclosures, vendor service agreements,?and also?provides an annual independent fee reconciliation report.
He began his career over 20 years ago working for a national 457(b) provider.
In 2003, he transitioned into the consulting industry with Arnerich Massena, before joining NWCM in 2005.
He is a graduate of Northern Arizona University.
Posizioni attive di Brent Jameson Petty
| Società | Posizione | Inizio |
|---|---|---|
Northwest Capital Management, Inc.
Northwest Capital Management, Inc. Investment ManagersFinance NWCM invests money prudently to achieve attractive returns for an acceptable level of risk. | Amministratore Delegato | 01/06/2005 |
Formazione di Brent Jameson Petty
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Northwest Capital Management, Inc.
Northwest Capital Management, Inc. Investment ManagersFinance NWCM invests money prudently to achieve attractive returns for an acceptable level of risk. | Finance |
Northern Arizona University
Northern Arizona University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















