Brent Jameson Petty
Algemeen Directeur bij Northwest Capital Management, Inc.
Profiel
Mr. Brent J.
Petty is a Director & President at Northwest Capital Management, Inc. His primary responsibilities include assisting plan sponsors with plan governance (e.g., investment policies, education policies, committee charters, etc.), investment menu construction and monitoring, and vendor?due-diligence.
He played a key role in the development of NWCM’s annual “best practices” checklist which reviews key plan documents including vendor fee disclosure reports, participant disclosures, vendor service agreements,?and also?provides an annual independent fee reconciliation report.
He began his career over 20 years ago working for a national 457(b) provider.
In 2003, he transitioned into the consulting industry with Arnerich Massena, before joining NWCM in 2005.
He is a graduate of Northern Arizona University.
Actieve functies van Brent Jameson Petty
Bedrijven | Functie | Begin |
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Northwest Capital Management, Inc.
Northwest Capital Management, Inc. Investment ManagersFinance Northwest Capital Management, Inc. (NWCM) is a SEC-registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded by Frederick Payne in 1998 and was acquired by Carson Group Holdings LLC in 2023. NWCM provides wealth management services for individuals and retirement plan services for plan sponsors and their participants. | Algemeen Directeur | 01-06-2005 |
Opleiding van Brent Jameson Petty
Northern Arizona University | Undergraduate Degree |
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Bedrijven in privébezit | 1 |
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Northwest Capital Management, Inc.
Northwest Capital Management, Inc. Investment ManagersFinance Northwest Capital Management, Inc. (NWCM) is a SEC-registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded by Frederick Payne in 1998 and was acquired by Carson Group Holdings LLC in 2023. NWCM provides wealth management services for individuals and retirement plan services for plan sponsors and their participants. | Finance |