Career history of John R. Tregenza
Former positions of John R. Tregenza
| Companies | Position | Start | End |
|---|---|---|---|
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 | 2009-12-30 | 2009-12-30 |
| MECHANICS BANK | Corporate Officer/Principal | 2006-05-30 | 2006-05-30 |
| FIRST REPUBLIC BANK | Corporate Officer/Principal | 2001-09-29 | 2001-09-29 |
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 | 2010-01-27 | 2010-08-16 |
| Sales & Marketing | 2010-08-16 | - |
Training of John R. Tregenza
| Babson College | Undergraduate Degree |
Statistics
International
| United States | 6 |
Operational
| Corporate Officer/Principal | 4 |
| Sales & Marketing | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 5 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Listed companies | 2 |
|---|---|
| FIRST REPUBLIC BANK | Finance |
| MECHANICS BANK | Finance |
| Private companies | 2 |
|---|---|
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 |
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 |
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