President & CEO, Principal
Investment Experience: 1987 to Present
Bruce founded Sierra Investment Partners, Inc. (“Sierra”) in February 1996 to serve the Taft-Hartley marketplace. His introduction into the investment industry and the jointly managed trustee marketplace came in 1987 when he joined ULLICO Inc. to market investment products. Then, in April 1990, Bruce, along with two other key individuals, directed the startup of Trust Fund Advisors. Since Sierra’s founding, he has been in charge of all aspects of Sierra and its multi-billion dollar operation. Bruce is a graduate of Northern Arizona University with a B.S. in Marketing and Management.
John Delissio, Jr.
Senior Vice President, Principal
Investment Experience: 1983 to Present
Prior to co-founding Sierra Investment Partners, Inc., John served as a Vice President for ULLICO and Trust Fund Advisors with key responsibilities for marketing and client service in the Northeast. In his role with Sierra Investment Partners, Inc., John coordinates business growth and client service in the eastern U.S. John’s previous experience of 13 years has given him great exposure and a thorough understanding of the Taft-Hartley marketplace. John holds a B.S. in Business Administration from George Mason University.
Vice President, Principal
Investment Experience: 1992 to Present
Jim serves as a Vice President responsible for business development and client servicing for Sierra Investment Partners, Inc. in the Western U.S. Prior to Sierra Investment Partners, Inc.’s startup, Jim served as a Client Servicing Executive for ULLICO and Trust Fund Advisors from January 1992 to February 1996. His main responsibilities included presenting investment results and economic forecasts to boards of trustees and their professional staff, as well as servicing clients. Jim is a graduate of California State University, Sacramento, with a B.S. in Business Administration.
Investment Experience: 1996 to Present
Jim is a Vice President of Sales responsible for marketing and servicing the Midwest Region. He joined Sierra Investment Partners, Inc. in April of 2001. Jim worked at Northern Trust prior to coming to Sierra where he was part of a client servicing team dedicated to Taft-Hartley funds, focusing on the development of long-term, rewarding partnerships and client satisfaction. Jim also served as Assistant Administrator of a $1 billion Taft-Hartley Pension and Health & Welfare fund. Jim received a B.S. in Mathematics/Statistics from Purdue University in Indiana.
Assistant Vice President
Investment Experience: 2002 to Present
Pete is an Assistant Vice President of Sales responsible for marketing and servicing the Midwest Region. He joined Sierra Investment Partners, Inc. in May of 2010. Prior to joining Sierra Pete worked for The Marco Consulting Group, a Taft-Hartley investment consulting firm where he was involved with investment research and consulting. Pete also worked in the Private Equity department at the Northern Trust Company in Chicago and Wachovia Securities in Dayton, Ohio, where he received his Series 7 license. Pete received a B.S. in Finance from the University of Dayton in Ohio.
Denise C. Suihkonen, CPA
Senior Vice President, Chief Financial Officer and Chief Compliance Officer
Investment Experience: 1980 to Present
Denise has been the Certified Public Accountant for Sierra Investment Partners, Inc. since its inception in 1996, working closely with the President/CEO. She graduated with honors from California State University, Sacramento with a B.S. degree in Business Administration/Accounting and earned her certified public accountant’s license in 1984. In 1997 she formed Suihkonen CPAs and Consultants, LLP. Denise was a founding director of Solano Bank where she served as the Chairman of the Board. In conjunction she served on the board of directors of the holding company, North Bay Bancorp, a publicly traded bank, until its sale in 2007.
Bret Tretten, MBA
Assistant Manager of Operations and Consultant Relations
Investment Experience: 2015 to Present
Bret is the Assistant Manager of Operations and Consultant Relations. He interned with Sierra Investment Partners, Inc. starting in January 2016 and joined the firm full time six months later. Bret has a B.S. in Business Administration with a major in Finance from Menlo College in Atherton, California, and an M.B.A. from St. Mary’s College of California.