OAKLAND, CA. February 8, 2010 – Bell Investment Advisors, Inc., a leading investment firm in the Bay Area, today announced that John Tregenza has joined the firm as director of client development. In this role, he will be responsible for extending Bell’s unique momentum-based products and services to new geographies.
Mr. Tregenza joins Bell after over 35 years in banking and finance. Throughout his career, he has been responsible for marketing, establishing and expanding relationships, business development, and creating exclusive products and services for existing and prospective high-net-worth clientele in a number of institutions.
His prior career path led Mr. Tregenza to Europe, where he spent 10 years working for major financial institutions, including one of France’s leading investment banks, Banque Indosuez, as senior vice president. After moving to California, Mr. Tregenza established and expanded relationships with high-end individual clients as vice president and senior relationship manager at First Republic Bank in San Francisco. Most recently, he helped with marketing, business development, and relationship management for high-net-worth individuals and families at Whittier Trust Company.
“The addition of John to the Bell team is an important one for our clients,” said Jim Bell of Bell Investment Advisors. “His expertise allows us to extend our unique momentum-based strategies to new clients. We are excited to have him on board.”
Bell Investment Advisors is an investment management, financial planning, and life coaching firm established in 1991 with offices in Santa Rosa and Oakland. Bell Investment Advisors takes a unique momentum-based approach to help their clients achieve their financial and life goals – whatever they may be.
Bell Investment Advisors