Profile
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.
Jim Zern active positions
| Companies | Position | Start |
|---|---|---|
Smithfield Equity Associates LLC
Smithfield Equity Associates LLC Investment ManagersFinance Smithfield Equity Associates invests in companies located in the United States. The firm targets companies operating in the fields of energy, technology and healthcare sectors. It provides financing for seed, early and growth stage transactions. | Private Equity Investor | 01/03/2010 |
Former positions of Jim Zern
| Companies | Position | End |
|---|---|---|
Smithfield Trust Co.
Smithfield Trust Co. Investment ManagersFinance Smithfield Trust manages investments in equities, fixed income, money market funds and alternative/nontraditional investments. They create a portfolio that is specifically customized to each individual’s personal situation. Investments span multiple capitalization ranges using both value and growth styles and including domestic and international companies. | Portfolio Manager-Equities | 30/11/2022 |
| BANK OF NEW YORK MELLON CORPORATION (THE) | Corporate Officer/Principal | - |
Training of Jim Zern
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
The Bank of New York Mellon Corp.
The Bank of New York Mellon Corp. Investment Banks/BrokersFinance Provides securities, investment and wealth management services | Finance |
Duquesne University of The Holy Spirit
Duquesne University of The Holy Spirit Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Smithfield Trust Co.
Smithfield Trust Co. Investment ManagersFinance Smithfield Trust manages investments in equities, fixed income, money market funds and alternative/nontraditional investments. They create a portfolio that is specifically customized to each individual’s personal situation. Investments span multiple capitalization ranges using both value and growth styles and including domestic and international companies. | Finance |
Smithfield Equity Associates LLC
Smithfield Equity Associates LLC Investment ManagersFinance Smithfield Equity Associates invests in companies located in the United States. The firm targets companies operating in the fields of energy, technology and healthcare sectors. It provides financing for seed, early and growth stage transactions. | Finance |
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