Profile

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.)

Former positions of John R. Tregenza

CompaniesPositionEnd
Corporate Officer/Principal 2009-12-30
MECHANICS BANK Corporate Officer/Principal 2006-05-30
FIRST REPUBLIC BANK Corporate Officer/Principal 2001-09-29
Corporate Officer/Principal 2010-08-16
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Training of John R. Tregenza

Babson College Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

47

1st degree connections

5

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Listed companies2
FIRST REPUBLIC BANK

Finance

MECHANICS BANK

Finance

Private companies2

Finance

Finance

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