Gerald A. Townsend CPA/PFS/ABV, CFP®, CFA®, CMT

President

Gerald A. Townsend is President of Townsend Asset Management Corp., a registered investment advisory firm.

Gerald brings a wealth of experience and an extensive background to our clients. He is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER (CFP®) practitioner, a Chartered Financial Analyst  (CFA®) charterholder, and a Chartered Market Technician (CMT). In addition, he has also received the Personal Financial Specialist (PFS) and Accredited in Business Valuation designations from the American Institute of CPAs.

Gerald holds an undergraduate degree from East Carolina University and a graduate degree from North Carolina State University. He is a member of the Financial Planning Association, the American Institute of CPAs, the Market Technicians Association and the CFA Institute. Prior to founding TAM in 1982, he worked for a large CPA firm and an investment advisory firm.

As a frequent speaker and writer, Gerald has been quoted in USA Today, Changing Times, Business North Carolina and other publications, and has been recognized by Money magazine as one of the nation`s top financial advisors.  He writes timely articles for the Townsend newsletter as well as website, and is invited to appear regularly on local television stations to offer market commentary.

Click here to read some of Gerald's recent publications.

James Tarkenton CFA®

Senior Portfolio Manager

James Tarkenton is the Senior Portfolio Manager for Townsend Asset Management Corp.

James has been evaluating investment opportunities since 1998.  As a generalist analyst and portfolio manager, he has researched multiple asset classes and capital markets.  He is a Chartered Financial Analyst® charterholder and a member of the CFA® Institute.

James graduated with a degree in Finance from Virginia Commonwealth University, where he was also a catcher on their Division I baseball team. He holds a Master of Business Administration degree with honors from the Kenan-Flagler Business School at The University of North Carolina at Chapel Hill.  Prior to joining Townsend in October of 2018, James was a Managing Director at a $6 billion asset management firm in California. In evaluating investments’ sustainability, risks and financial strength, James facilitates the optimization of client portfolio construction for both returns and risk.

James has been quoted in Barron’s and Bloomberg News multiple times discussing stocks and investing.  He has participated in multiple investment panels as well as made solo presentations discussing the investment environment and individual securities.

Caleb Griffith CFP®

Senior Financial Advisor

Caleb Griffith is a Senior Financial Advisor and Tax Planner with Townsend Asset Management Corp and has been with the firm since 2006.

As a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), he has the knowledge and expertise to help families and businesses identify their financial goals and develop an implementation process to accomplish those goals.  His extensive background in tax preparation and planning gives him additional insight when providing comprehensive financial planning services to our clients.

He is passionate about the individuals he works with and committed to helping them understand the impact of financial decisions over time.

Caleb is a graduate of N.C. State University with a B.S. degree in Accounting. Prior to attending N.C. State University, he was a scholar athlete at Lenoir Community College in Kinston, NC.

Click here to read Caleb's articles.

Josie Jiang CPA

Tax Advisor

Josie Jiang is a Tax Advisor for Townsend Asset Management Corp.

Josie is a Certified Public Accountant and a member of American Institute of CPAs.  She has a wide range of accounting experience but in recent years has focused predominantly on individual and business taxation.

Josie earned her B.S. degree in Accounting, with the Highest Distinction, from Purdue University. She also holds a master’s degree in Accountancy (with a specialty in taxation), from the University of Georgia.  Josie has obtained the Investment Planning Certificate from the American Institute of CPAs and is also actively pursuing the AICPA certification of Personal Financial Specialist.

Josie is dedicated to helping clients achieve financial success by helping them establish a comprehensive approach to financial planning with a solid understanding of the impact of taxation. 
 

Bonnie Mole

Client Service and Communications Manager

Bonnie Mole is Client Service and Communications Manager at Townsend Asset Management Corp., which she joined in 2014.

Having returned from living and working overseas, Bonnie is a North Carolina native and graduate from UNC-Chapel Hill. She also earned a Master of Arts in English Language at the National University of Singapore and taught English as a Second Language for a number of years in Singapore, Vietnam, South Korea and at Wake Technical Community College here in Raleigh, NC. She has a strong commitment to customer service and is attentive to detail. Bonnie is also a creative writer and communicator, and has been instrumental in our transition to enhanced systems and processes at the firm. 

Click here to read Bonnie's articles.

Arne Morris CPA/PFS

Wealth Advisor

Arne Morris is a Wealth Advisor at Townsend Asset Management Corp.

Arne, a Certified Public Accountant and Personal Financial Specialist, has a stellar track record of 32 years in Public Accounting and Wealth Management.  Prior to joining Townsend in 2016, he served 16 years as Director of Wealth Management Services at RSM (McGladrey) Wealth Management, LLC.  Committed to public service, Arne serves on several local boards including Wake Technical Community College Foundation, Raleigh Housing Authority, and Garner Athletic Association.

Arne’s approach is to deliver holistic financial planning services to clients that integrate their investments, risk management needs, tax planning, cash flow planning and estate planning.  He measures his success by his clients’ ability to live comfortably, fully and purposefully.

 

Leon Abbas CFP®

Wealth Advisor

Leon Abbas is a Wealth Advisor with the firm and is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®).

He holds a BS degree in Agricultural Economics from Iowa State University, a MS in Economics from Montana State University and a Ph.D. in Economics from Oregon State University. 

Leon was a Professor at North Carolina State University and a principal of Abbas Financial Services, Inc. and Financial Balance Corp. prior to joining Townsend Asset Management Corp in 2001. 

Click here to read Leon's articles.

Katrina L. Townsend

Business Manager and Office Administrator

Katrina L. Townsend has served as the firm's Business Manager and Office Administrator since its inception in 1982.

Katrina holds a degree in Social Work from East Carolina University. She had previous experience as a Housing Counselor with the Housing Authority of the City of Raleigh.

Her commitment to service as well as her unique ability to care for others ensures that customer service is always first. She is valued by staff and clients for the personal attention that she gives to all matters.