![John Joseph Smith](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Mr. Smith joined Parsec in 1986 after years of running his own CPA practice.
He also has extensive corporate financial experience ranging from divisional planning and management to taxes, auditing, reporting and control.
The Binghamton, N.Y., native is a member of the American Institute of Certified Public Accountants and the National Association of Personal Financial Advisors.
He is past president of NAPFA South, is a Certified Financial Planner practitioner and has served on the CFP Board of Examiners.
He has been quoted as an expert in the Wall Street Journal.
An alumnus of King's College, he holds a bachelor of science degree in business administration.
Precedenti posizioni note di John Joseph Smith
| Società | Posizione | Fine |
|---|---|---|
Parsec Financial Management, Inc. (Old)
 Parsec Financial Management, Inc. (Old) Investment ManagersFinance Parsec Financial uses fundamental analysis in formulating their investment advice and/or managing client assets. The firm prefers to invest in companies that engage in shareholder-friendly activities, including a history of dividend payments and, when external growth opportunities are subpar, share buybacks. They take a long-term investment approach that focuses on diversification, client suitability, and tax efficiency. With regard to individual stock selection, Parsec Financial employs a bottom-up process that seeks to identify high-quality companies with market caps, trading at attractive or discounted valuations. | Corporate Officer/Principal | 31/12/2007 |
Formazione di John Joseph Smith
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
12
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Parsec Financial Management, Inc. (Old)
Parsec Financial Management, Inc. (Old) Investment ManagersFinance Parsec Financial uses fundamental analysis in formulating their investment advice and/or managing client assets. The firm prefers to invest in companies that engage in shareholder-friendly activities, including a history of dividend payments and, when external growth opportunities are subpar, share buybacks. They take a long-term investment approach that focuses on diversification, client suitability, and tax efficiency. With regard to individual stock selection, Parsec Financial employs a bottom-up process that seeks to identify high-quality companies with market caps, trading at attractive or discounted valuations. | Finance |
The King's College (New York)
 The King's College (New York) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
