Profil
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.
Anciens postes connus de John Joseph Smith
| Sociétés | Poste | Fin |
|---|---|---|
Parsec Financial Management, Inc.
 Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses. | Corporate Officer/Principal | 31/12/2007 |
Formation de John Joseph Smith
| The King's College (New York) | Undergraduate Degree |
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| Entreprise privées | 1 |
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Parsec Financial Management, Inc.
Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses. | Finance |
