Brian Prete
About Brian Prete
Brian Prete - Title and Role
Brian Prete is an accountant and department manager at Verdolino & Lowey. Since joining the company in September 2016, he has worked primarily with the Family Office Team. His role involves focusing on customized family office solutions as well as general accounting, record keeping, and bill paying. Additionally, he handles cash flow planning, investment and financial reporting, and family office software selection and implementation.
Brian Prete Education and Expertise
Brian Prete graduated with a Bachelor of Science in Accounting from the University of Rhode Island in 2014. His expertise includes financial reporting, cash flow planning, general accounting, and investment performance metrics. He is adept at handling partnership accounting for limited partnership investment vehicles and alternative assets, as well as overseeing the aggregation and accounting of client investment funds.
Brian Prete - Responsibilities at Verdolino & Lowey
At Verdolino & Lowey, Brian Prete’s responsibilities extend to facilitating communication and interaction between family financial advisors, ensuring effective and coordinated efforts among them. He specializes in financial reporting and special project reporting for high net-worth individuals and family offices. Additionally, he plays a key role in family office software selection and implementation, ensuring streamlined financial operations for the clients.
Brian Prete - Investment and Cash Flow Management
Brian Prete handles a wide range of financial tasks at Verdolino & Lowey. His focus areas include cash flow planning and investment financial reporting. He is responsible for the accounting of client investment funds as well as calculating investment performance metrics. His role also involves handling partnership accounting for limited partnership investment vehicles and alternative assets, providing clients with detailed and accurate investment performance metrics.