Preston Robert Sargent
Director/Board Member at Bailard Real Estate Investment Trust, Inc.
Profile
Mr. Preston R.
Sargent is an Executive Vice President of Real Estate at Bailard, Inc. He is on the Board of Directors at Bailard Real Estate Investment Trust, Inc. He has over 37 years of investment experience
Prior to joining Bailard, Mr. Sargent was an Executive Vice President and Principal at Kennedy Associates (now Bentall Kennedy).
He was a member of Kennedy’s Executive and Investment committees and Portfolio Manager for Kennedy’s $8BN Open-End Diversified Core Equity Fund.
Before Kennedy, Preston was a Vice President and Regional Team Leader at GE Investments where he bought, financed, managed and sold over $2BN in assets across all property types.
He has held positions in acquisitions, asset management and debt workout at Aetna Realty Investors, William Blair Realty and LaSalle Partners.
Mr. Sargent received his undergraduate degree from Colorado College and a graduate degree from Case Western Reserve University.
Preston Robert Sargent active positions
| Companies | Position | Start |
|---|---|---|
Bailard, Inc.
 Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | Analyst-Equity | 2015-04-30 |
Bailard Real Estate Investment Trust, Inc.
 Bailard Real Estate Investment Trust, Inc. Real Estate Investment TrustsFinance Bailard Real Estate Investment Trust, Inc. provides real estate and finance services. The company is headquartered in Foster City, CA. | Director/Board Member | - |
Former positions of Preston Robert Sargent
| Companies | Position | End |
|---|---|---|
Kennedy Associates Real Estate Counsel LP
 Kennedy Associates Real Estate Counsel LP Investment ManagersFinance Founded in 1978 by Jim Snyder, Kennedy Associates Real Estate Counsel LP is a registered real estate investment advisor located in Seattle, Washington with additional offices in Chicago, San Francisco, Dallas, Bethesda, Maryland and Woodland Hills, California. The firm serves institutional investors including public, corporate and Taft Hartley retirement systems and university endowment funds. | Portfolio Manager-Equities | 2010-11-29 |
GE Asset Management, Inc.
 GE Asset Management, Inc. Investment ManagersFinance GE Asset Management, Inc. is a mutual fund manager and registered investment advisor located in Stamford, Connecticut. The firm is a wholly-owned subsidiary of General Electric Co. (NYSE: GE). GE Asset Management provides investment management services to institutional and retail investors. The firm also offers a family of mutual funds designed to meet a wide variety of investment needs. | Corporate Officer/Principal | 2000-03-31 |
Aetna Realty Investors Incs Real Estate Advisory Business
 Aetna Realty Investors Incs Real Estate Advisory Business Real Estate DevelopmentFinance Part of UBS Group AG, Aetna Realty Investors Incs Real Estate Advisory Business is an American real estate advisory services company. The company is based in CT. Aetna Realty Investors Incs Real Estate Advisory Business was acquired by UBS Realty Investors LLC, a SUB of UBS Group AG from Aetna, Inc. on June 26, 1996. | Corporate Officer/Principal | 1990-03-29 |
BentallGreenOak (US) LP
 BentallGreenOak (US) LP Investment ManagersFinance BentallGreenOak (US) LP (BentallGreenOak) is a SEC-registered real estate investment advisor headquartered in Seattle, Washington. The firm was founded in 2010 as Bentall Kennedy (US) LP and is a majority owned indirect subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada. BentallGreenOak acts as a real estate investment advisor for a select number of public, corporate and Taft-Hartley retirement systems and private real estate funds, as well as major university endowments and sovereign wealth funds. | Portfolio Manager-Equities | - |
Training of Preston Robert Sargent
| Case Western Reserve University | Graduate Degree |
| The Colorado College | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
GE Asset Management, Inc.
GE Asset Management, Inc. Investment ManagersFinance GE Asset Management, Inc. is a mutual fund manager and registered investment advisor located in Stamford, Connecticut. The firm is a wholly-owned subsidiary of General Electric Co. (NYSE: GE). GE Asset Management provides investment management services to institutional and retail investors. The firm also offers a family of mutual funds designed to meet a wide variety of investment needs. | Finance |
Kennedy Associates Real Estate Counsel LP
Kennedy Associates Real Estate Counsel LP Investment ManagersFinance Founded in 1978 by Jim Snyder, Kennedy Associates Real Estate Counsel LP is a registered real estate investment advisor located in Seattle, Washington with additional offices in Chicago, San Francisco, Dallas, Bethesda, Maryland and Woodland Hills, California. The firm serves institutional investors including public, corporate and Taft Hartley retirement systems and university endowment funds. | Finance |
Bailard, Inc.
Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | Finance |
Aetna Realty Investors Incs Real Estate Advisory Business
Aetna Realty Investors Incs Real Estate Advisory Business Real Estate DevelopmentFinance Part of UBS Group AG, Aetna Realty Investors Incs Real Estate Advisory Business is an American real estate advisory services company. The company is based in CT. Aetna Realty Investors Incs Real Estate Advisory Business was acquired by UBS Realty Investors LLC, a SUB of UBS Group AG from Aetna, Inc. on June 26, 1996. | Finance |
Bailard Real Estate Investment Trust, Inc.
Bailard Real Estate Investment Trust, Inc. Real Estate Investment TrustsFinance Bailard Real Estate Investment Trust, Inc. provides real estate and finance services. The company is headquartered in Foster City, CA. | Finance |
BentallGreenOak (US) LP
BentallGreenOak (US) LP Investment ManagersFinance BentallGreenOak (US) LP (BentallGreenOak) is a SEC-registered real estate investment advisor headquartered in Seattle, Washington. The firm was founded in 2010 as Bentall Kennedy (US) LP and is a majority owned indirect subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada. BentallGreenOak acts as a real estate investment advisor for a select number of public, corporate and Taft-Hartley retirement systems and private real estate funds, as well as major university endowments and sovereign wealth funds. | Finance |
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