John Gerard Bratschi
Chief Executive Officer at Prio Wealth LP
Profile
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.
John Gerard Bratschi active positions
Companies | Position | Start |
---|---|---|
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. | Chief Executive Officer | 2000-08-31 |
Former positions of John Gerard Bratschi
Companies | Position | End |
---|---|---|
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 | 1997-12-30 |
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 | 1988-12-30 |
Compugraphic Corp. | Corporate Officer/Principal | 1985-12-30 |
Training of John Gerard Bratschi
Boston University | Undergraduate Degree |
Boston College | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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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 |
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 |
Compugraphic Corp. | Producer Manufacturing |
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