Jim Zern
Investitore di Private Equity presso Smithfield Equity Associates LLC
Profilo
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.
Posizioni attive di Jim Zern
Società | Posizione | Inizio |
---|---|---|
Smithfield Equity Associates LLC
Smithfield Equity Associates LLC Investment ManagersFinance Smithfield Equity Associates LLC (Smithfield Equity Associates) is a venture capital subsidiary of Smithfield Trust Co. founded in 1996 by Robert Kopf. The firm is headquartered in Pittsburgh, Pennsylvania. | Investitore di Private Equity | 02/03/2010 |
Precedenti posizioni note di Jim Zern
Società | Posizione | Fine |
---|---|---|
Smithfield Trust Co.
Smithfield Trust Co. Investment ManagersFinance Smithfield Trust Co. is an independent, fee-only investment management firm headquartered in Pittsburgh, Pennsylvania. It was founded by Robert (Bob) Kopf and Mark McDonel in 1996. The firm provides private clients with various wealth management services including Trust & Fiduciary, Investment Management, Estate Planning & Administration, Tax Planning, and Charitable Planning. | Gestore di Portafoglio-Azioni | 01/12/2022 |
BANK OF NEW YORK MELLON CORPORATION (THE) | Corporate Officer/Principal | - |
Formazione di Jim Zern
Duquesne University of The Holy Spirit | Masters Business Admin |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Società quotate in Borsa | 1 |
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BANK OF NEW YORK MELLON CORPORATION (THE) | Finance |
Aziende private | 2 |
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Smithfield Equity Associates LLC
Smithfield Equity Associates LLC Investment ManagersFinance Smithfield Equity Associates LLC (Smithfield Equity Associates) is a venture capital subsidiary of Smithfield Trust Co. founded in 1996 by Robert Kopf. The firm is headquartered in Pittsburgh, Pennsylvania. | Finance |
Smithfield Trust Co.
Smithfield Trust Co. Investment ManagersFinance Smithfield Trust Co. is an independent, fee-only investment management firm headquartered in Pittsburgh, Pennsylvania. It was founded by Robert (Bob) Kopf and Mark McDonel in 1996. The firm provides private clients with various wealth management services including Trust & Fiduciary, Investment Management, Estate Planning & Administration, Tax Planning, and Charitable Planning. | Finance |
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