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Profile
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.
Former positions of John Joseph Smith
| Companies | Position | End |
|---|---|---|
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 |
Training of John Joseph Smith
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
12
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
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