Jessie Goodwin
Gestor de Cartera-Acciones en Modera Wealth Management LLC .
Perfil
Jessie Marie Goodwin is currently working as a Lead Senior Portfolio Manager at Modera Wealth Management LLC since 2023.
Prior to this, she worked as a Portfolio Manager at Parsec Financial Management, Inc. from 2014 to 2023.
She also worked as a Financial Advisor at Edward Jones Investments in 2013.
Ms. Goodwin completed her undergraduate degree from The University of North Carolina at Charlotte.
Cargos activos de Jessie Goodwin
Empresas | Cargo | Inicio |
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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. | Gestor de Cartera-Acciones | 01/04/2023 |
Antiguos cargos conocidos de Jessie Goodwin.
Empresas | Cargo | Fin |
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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. | Gestor de Cartera-Acciones | 01/04/2023 |
Edward Jones Investments
Edward Jones Investments Investment ManagersFinance Edward Jones Investments operates as a financial advisory firm. | Corporate Officer/Principal | 31/12/2013 |
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 | - |
Formación de Jessie Goodwin.
The University of North Carolina at Charlotte | Undergraduate Degree |
Experiencias
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
Empresas privadas | 4 |
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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 |
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