Jim Zern

Jim Zern

Private Equity Investor bei
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.

Aktive Positionen von Jim Zern

UnternehmenPositionBeginn
Private Equity Investor 02.03.2010

Ehemalige bekannte Positionen von Jim Zern

UnternehmenPositionEnde
Portfolio Manager-Aktien 01.12.2022
BANK OF NEW YORK MELLON CORPORATION (THE) Corporate Officer/Principal -
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Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Beziehungen

15

Beziehungen ersten Grades

4

Unternehmen ersten Grades

Herr

Frau

Aufsichtsräte

Führungskräfte

Unternehmensverbindungen

Private Unternehmen4

Finance

Consumer Services

Finance

Finance

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