Please join David Jamison and The City Club of San Francisco in welcoming Brian Pretti, Partner and Chief Investment Officer at Capital Planning Advisors for our Annual State of the Economy Roundtable.
Prior to joining Capital Planning Advisors, Brian served as Senior VP and Chief Investment Officer for Mechanics Bank Wealth Management since 1990, and was instrumental in growing assets under management from $150 million to over $1.4 billion. Brian is a sought-after public speaker on the topics of the financial markets and economy, and has been quoted in Barrons, the Financial Times, San Francisco Business Times and Comstock’s.
Prior to his role as CIO at Mechanics Bank, he was an investment research analyst at value equities investment firm George B. Springman, Inc., serving clients such as the State of Oregon, San Francisco City and County Public Retirees, and the Contra Costa Country Retiree Pension Fund from 1986-1990.
Brian was the founder, publisher and editor of ContraryInvestor.com, a subscription based investment research website serving institutional, private and retail investors from 1998-2012, and continues to write for numerous well known investment websites such as ZeroHedge and Financial Sense. Brian holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations as well as having earned an MBA in Finance from San Francisco State University, a BS in Economics and BA in Business Administration from the University of San Francisco.
Luncheon will be served.