Jim Zern joined Smithfield Trust Company in September 2008 and has more than twenty-five years of experience in the Wealth Management industry. Jim has added 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, Jim 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 directly responsible for client relationships. Jim 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 is the Assistant Treasurer of the Board of Directors for the Women’s Center and Shelter of Greater Pittsburgh, a Board member for Mother’s Hope Foundation and a member of the Pittsburgh Chapter of Legatus.

“In my career, I have been exposed to many different wealth managers. I believe a commitment to customer service and the depth of investment offerings such as alternative investments is what sets Smithfield Trust Company apart from its competitors. Our customers like the fact that they can rely on their relationship manager who will be there consistently over time and provide a high degree of personalized service. Smithfield’s customers also benefit from diversified investment strategies in their portfolios. The alternative investments have helped to be a contrarian force, especially during downturns in the market.”