![Jessie Goodwin](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Jessie Goodwin
Portfolio Manager-Equities at Modera Wealth Management LLC
Jessie Goodwin active positions
Companies | Position | Start | End |
---|---|---|---|
Modera Wealth Management LLC
![]() Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Portfolio Manager-Equities | 2023-03-31 | - |
Career history of Jessie Goodwin
Former positions of Jessie Goodwin
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. | Portfolio Manager-Equities | 2019-12-31 | 2023-03-31 |
Market Strategist | 2013-12-31 | 2019-12-31 | |
Edward Jones Investments
![]() Edward Jones Investments Investment ManagersFinance Edward Jones Investments operates as a financial advisory firm. | Corporate Officer/Principal | - | 2013-12-30 |
HomeTrust Bank (Asheville, North Carolina)
![]() HomeTrust Bank (Asheville, North Carolina) Regional BanksFinance HomeTrust Bank operates as a state chartered commercial bank. It offers personal, mortgage, commercial, and investment services. The company was founded in March 1926 and is headquartered in Asheville, NC. | Corporate Officer/Principal | - | - |
Training of Jessie Goodwin
The University of North Carolina at Charlotte | Undergraduate Degree |
Statistics
International
United States | 5 |
Canada | 2 |
Operational
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Market Strategist | 1 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
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 |
Edward Jones Investments
![]() Edward Jones Investments Investment ManagersFinance Edward Jones Investments operates as a financial advisory firm. | Finance |
HomeTrust Bank (Asheville, North Carolina)
![]() HomeTrust Bank (Asheville, North Carolina) Regional BanksFinance HomeTrust Bank operates as a state chartered commercial bank. It offers personal, mortgage, commercial, and investment services. The company was founded in March 1926 and is headquartered in Asheville, NC. | Finance |
Modera Wealth Management LLC
![]() Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Finance |
- Stock Market
- Insiders
- Jessie Goodwin
- Experience