Profile
Mr. Brent J.
Petty is a Managing Director, Partner and Senior Investment Advisor 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.
Brent Jameson Petty active positions
| Companies | Position | Start |
|---|---|---|
Northwest Capital Management, Inc.
Northwest Capital Management, Inc. Investment ManagersFinance NWCM invests money prudently to achieve attractive returns for an acceptable level of risk. | Chief Executive Officer | 2005-05-31 |
Training of Brent Jameson Petty
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 2 |
|---|---|
Northwest Capital Management, Inc.
Northwest Capital Management, Inc. Investment ManagersFinance NWCM invests money prudently to achieve attractive returns for an acceptable level of risk. | Finance |
Northern Arizona University
Northern Arizona University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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