Profilo
Mr. John R.
Tregenza is a Director-Client Development at Bell Investment Advisors, Inc. He joined the Bell team at the beginning of 2010 in the newly-created role of Director of Client Development.
He brings with him a rich background in financial services, including commercial, institutional, and private banking; investment management; and trust services.
Mr. Tregenza is a graduate of Babson College, the leading entrepreneurial business school in Wellesley, Massachusetts.
He spent several years in banking on the East Coast, primarily in Boston and New York, prior to moving to Europe for ten years with wife, Carol, and son, Todd.
There he worked in Brussels and London, and for several years in Paris.
After returning to the United States in 1998, the family settled in the Bay Area, where he continued his career at First Republic Bank, Mechanics Bank, and Whittier Trust.
He holds the Series 65 license, and has held Series 7 and 63 licenses in the past.
Mr. Tregenza is the member of a number of social clubs and a supporter of several non-profit organizations in which he has assumed leadership roles.
These include current positions on the boards of the Philharmonia Baroque Orchestra and the San Francisco Maritime National Park Association (previously known as the San Francisco Maritime Museum.)
Precedenti posizioni note di John R. Tregenza
Società | Posizione | Fine |
---|---|---|
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Corporate Officer/Principal | 31/12/2009 |
MECHANICS BANK | Corporate Officer/Principal | 31/05/2006 |
FIRST REPUBLIC BANK | Corporate Officer/Principal | 30/09/2001 |
Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc. Investment ManagersFinance Bell Investment Advisors, Inc. (BIA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1991 by Jim Bell. BIA provides investment management, financial planning and financial consultation services to individuals and their trusts and estates, pension and profit-sharing plans, mutual funds, business entities and charitable foundations. | Corporate Officer/Principal | 17/08/2010 |
Formazione di John R. Tregenza
Babson College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Società quotate in Borsa | 2 |
---|---|
FIRST REPUBLIC BANK | Finance |
MECHANICS BANK | Finance |
Aziende private | 2 |
---|---|
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Finance |
Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc. Investment ManagersFinance Bell Investment Advisors, Inc. (BIA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1991 by Jim Bell. BIA provides investment management, financial planning and financial consultation services to individuals and their trusts and estates, pension and profit-sharing plans, mutual funds, business entities and charitable foundations. | Finance |
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