Jim Zern

Jim Zern

Privat kapitalinvesterare på
Smithfield Equity Associates LLC
Finance
Consumer Services

Profil

Mr. James A. Zern is an Executive Vice President at Smithfield Equity Associates LLC and at Smithfield Trust Co. He joined Smithfield Trust Company in September 2008 and has more than thirty years of experience in the Wealth Management industry.
He adds considerable strength to Smithfield’s senior management team and provides service to clients in the management of their relationships.
He has been instrumental in working with clients in managing their unique relationships while concentrating on the integration of wealth planning, investment management, philanthropy, fiduciary services and banking.
Prior to joining Smithfield, Mr. Zern was with the Bank of New York Mellon Corporation and served as Managing Director and Chief Fiduciary Officer for the Pittsburgh region.
He provided oversight to the fiduciary management of client accounts regionally as well as being responsible for client relationships.
Mr. Zern earned his bachelor and master of business administration degrees from Duquesne University and attended the ABA National and Graduate Trust Schools at Northwestern University.
He serves as Vice Chairman of the Board of Directors for Catholic Men’s Fellowship of Pittsburgh and is a member of the Finance Committee for the Women’s Center and Shelter of Greater Pittsburgh.

Aktiva positioner av Jim Zern

FöretagPositionStart
Privat kapitalinvesterare 2010-03-02

Tidigare kända positioner av Jim Zern

FöretagPositionSlut
Portföljförvaltare-Aktier 2022-12-01
BANK OF NEW YORK MELLON CORPORATION (THE) Företagsledare/Principal -
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15

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4

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