John Gerard Bratschi
Vorstandsvorsitzender bei Prio Wealth LP
Profil
Mr. John G.
Bratschi is a Managing Director at Prio Wealth LP.
His role includes Chief Executive Officer & Portfolio Manager.
Mr. Bratschi has over 33 years focusing on helping clients understand, invest for and achieve their financial priorities.
He was previously employed as a Senior Vice President at UAM Investment Services, Inc., Vice President at Retirement Counseling, Tax Exempt Services Company and Fidelity Investments where he provided retirement plan investment services to not-for-profit community.
He also worked as a Financial Analyst at Boston Five Cents Savings Bank (now part of Citizen’s Bank) and Leasing Analyst at Compugraphic Corporation.
Mr. Bratschi received his B.S.
in Business Administration from Boston University in 1984, and a Masters of Science in Finance from Boston College in 1990.
Aktive Positionen von John Gerard Bratschi
| Unternehmen | Position | Beginn |
|---|---|---|
Prio Wealth LP
 Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Vorstandsvorsitzender | 01.09.2000 |
Ehemalige bekannte Positionen von John Gerard Bratschi
| Unternehmen | Position | Ende |
|---|---|---|
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | 31.12.1997 |
Citizens Bank (Flint, Michigan)
 Citizens Bank (Flint, Michigan) Regional BanksFinance Citizens Bank provides banking services. The company provides wealth management, commercial, consumer, mortgage banking, trust, investment, and financial planning services. Citizens Bank is headquartered in Flint, MI | Corporate Officer/Principal | 31.12.1988 |
| Compugraphic Corp. | Corporate Officer/Principal | 31.12.1985 |
Ausbildung von John Gerard Bratschi
| Boston University | Undergraduate Degree |
| Boston College | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Finance |
| Compugraphic Corp. | Producer Manufacturing |
Citizens Bank (Flint, Michigan)
Citizens Bank (Flint, Michigan) Regional BanksFinance Citizens Bank provides banking services. The company provides wealth management, commercial, consumer, mortgage banking, trust, investment, and financial planning services. Citizens Bank is headquartered in Flint, MI | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
