I will be hosting a special roundtable luncheon at the City Club, on Thursday, January 10th for Brian Pretti, Senior Vice President of Mechanics Bank and head of investment management. Brian will discuss the state of the economy and his outlook for 2013. This is an opportunity to discuss our very challenging economy with one of the Bay Area’s leading experts. Brian’s analysis is always entertaining and penetrating.
Brian is a Senior Vice President with the Mechanics Bank and heads the investment management group responsible for managing nearly $2 billion of client assets. He has been with Mechanics for over 20 years and has been involved in the investment management business for over 30 years. Brian currently manages assets for high net worth individuals, qualified plan pensions and profit sharing accounts, trusts and charitable organizations.
Before joining Mechanics Bank, Brian ran an institutional asset management firm, specializing in value oriented equities, whose clients included the State of Oregon, City and County of San Francisco, and the Contra Costa Employees Retirement System. Prior to that, Brian worked for Transamerica Corporation as part of a three person Corporate Financial Planning and Analysis team responsible for corporate wide capital planning, forecasting and strategic competitor analysis.
I hope to see you there, David
When & Where
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