Bart Boyer
Corporate Officer/Principal at National Association of Personal Financial Advisors
Bart Boyer active positions
Companies | Position | Start | End |
---|---|---|---|
National Association of Personal Financial Advisors | Corporate Officer/Principal | - | - |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Corporate Officer/Principal | - | - |
Career history of Bart Boyer
Former positions of Bart Boyer
Companies | Position | Start | End |
---|---|---|---|
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. | Chairman | 1979-12-31 | 2023-03-31 |
Founder | 1979-12-31 | 2023-03-31 |
Training of Bart Boyer
Arizona State University | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Corporate Officer/Principal | 2 |
Chairman | 1 |
Founder | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
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 |
National Association of Personal Financial Advisors | |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |
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