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John F. Pace, CPA
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Professional Experience
- 31 years of experience in all phases of trust administration, portfolio management, estate and income tax planning, trust compliance and client management
- Chief Operating Officer for a group of real estate companies owned by five trusts
- Director and advisor for two private foundations
- Vice President and Trust Officer for NationsBank k/n/a Bank of America - Over a twelve-year period, managed the trust tax group, a personal trust office and a specialty trust administration group
- Vice President and Trust Officer for First Marine Bank and Trust - Over a four-year period, managed the trust tax group, the trading desk and provided portfolio management services
- Partner in a CPA firm
University and Continuing Professional Education
- Bachelor of Business Administration (Accounting), Florida Atlantic University, 1973
- Extensive continuing professional education in estate planning, trust administration and individual tax
Professional Awards, Activities and Memberships
- Member, Fort Worth Chapter of Texas Society of Certified Public Accountants (TSCPA)
- Member, American Institute of Certified Public Accountants (AICPA)
- Board Member of the Non-Profit service center
- Treasurer and Board Member of the Roads (Recovery Options for Addictive disorders)
- Member Fort Worth PCA
- Member Texas Non-Profit management assistance network