Career history of John F. Trettel
Former positions of John F. Trettel
| Companies | Position | Start | End |
|---|---|---|---|
HBK Sorce Advisory LLC
 HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Portfolio Manager-Equities | 2006-02-28 | 2008-02-28 |
Presque Isle Capital Management, Inc.
 Presque Isle Capital Management, Inc. Investment ManagersFinance Presque Isle Capital Management, Inc. (PICM) is a registered investment advisory firm that manages securities for high net worth individuals and retirement programs. The firm is based in Erie, Pennsylvania. | Analyst-Equity | 1990-12-31 | 2006-02-27 |
| Analyst-Fixed Income | 1990-12-31 | 2006-02-27 | |
| Chief Investment Officer | 1990-12-31 | 2006-02-27 | |
| Head-Equity Investments | 1990-12-31 | 2006-02-27 | |
| Portfolio Manager-Equities | 1990-12-31 | 2006-02-27 | |
| Portfolio Manager-Fixed Income | 1990-12-31 | 2006-02-27 | |
| President | 1990-12-31 | 2006-02-27 |
Statistics
International
| United States | 3 |
Operational
| Portfolio Manager-Equities | 2 |
| Analyst-Equity | 1 |
| Analyst-Fixed Income | 1 |
Sectoral
| Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Presque Isle Capital Management, Inc.
Presque Isle Capital Management, Inc. Investment ManagersFinance Presque Isle Capital Management, Inc. (PICM) is a registered investment advisory firm that manages securities for high net worth individuals and retirement programs. The firm is based in Erie, Pennsylvania. | Finance |
HBK Sorce Advisory LLC
HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Finance |
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