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John Stern

John Stern

Owner | Purshe Kaplan Sterling Investments (PKS)

United States

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John Stern

Summary

John Stern is a seasoned CPA and the owner of PKS & Company P.A., located in Salisbury, Maryland. With over three decades of experience in accounting and financial services, he has built a reputation for excellence in tax planning, corporate finance, and strategic financial advisory. His expertise spans a wide range of areas including estate planning, mergers and acquisitions, and wealth management. John is committed to helping small businesses navigate complex financial landscapes and achieve their goals. He is also involved in PKS Investment Advisors, further diversifying his portfolio in the financial sector. A graduate of Loyola University Maryland, he has dedicated his career to providing insightful financial solutions and fostering client success. John's leadership in the accounting field is marked by a blend of technical proficiency and a deep understanding of client needs, making him a trusted partner for many. He is passionate about continuous learning and staying updated with industry trends to better serve his clients.

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John Stern

Work Experience

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Owner at

Purshe Kaplan Sterling Investments (PKS)

January 2000 - Present

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John Stern

Education

Frequently Asked Questions about John Stern

What is John Stern email address?

John Stern's primary email address is ******@pksinvest.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does John Stern work for?

John Stern is a Owner at Purshe Kaplan Sterling Investments (PKS), a company specializing in Functions related to depository banking.

Where John Stern graduated from?

John Stern holds a degree in from Loyola University Maryland.

How can I directly contact John Stern?

To contact John Stern directly, you can use the email address ******@pksinvest.com. Complete contact information is available upon registration with Muraena.

Who is John Stern?

John Stern is a seasoned CPA and the owner of PKS & Company P.A., located in Salisbury, Maryland. With over three decades of experience in accounting and financial services, he has built a reputation for excellence in tax planning, corporate finance, and strategic financial advisory. His expertise spans a wide range of areas including estate planning, mergers and acquisitions, and wealth management. John is committed to helping small businesses navigate complex financial landscapes and achieve their goals. He is also involved in PKS Investment Advisors, further diversifying his portfolio in the financial sector. A graduate of Loyola University Maryland, he has dedicated his career to providing insightful financial solutions and fostering client success. John's leadership in the accounting field is marked by a blend of technical proficiency and a deep understanding of client needs, making him a trusted partner for many. He is passionate about continuous learning and staying updated with industry trends to better serve his clients.

John`s contact details

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******@pksinvest.com

Colleagues

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Peter Kvam

Chief Compliance Officer

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Frank Dyer

Senior Vice President of Wealth Development

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Jason Day

VP - Director of Institutional Sales, Conversion & Deployment

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Tracey Bohley

Chief Financial Officer

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