John M. (Jack) Surgent, Cpa Email & Phone Number

Jack Surgent, CPA, is founder and managing member of GMS Surgent CPA’s which is a 30 person CPA firm specializing in taxation, financial reporting, and working with highly successful closely held businesses and high net worth individuals. Mr. Surgent also was founder of Surgent Professional Education that he started in 1985 and fully exited in a sale to a private equity firm in 2019. Surgent Professional Education is the largest provider of Continuing Professional Education to CPAs in the United States.In 2016 Mr. Surgent co-founded Surgent Capital to directly invest in private equity, real estate, alternative asset classes and mezzanine type lending. Surgent Capital uses its own fully discretionary capital base to invest in a wide variety of structure with both short- and long-term investment horizons. Board of Director Positions:• Radius Bank, Boston, MA - Current Board Member.• NewSpring Holdings, Radnor, PA – Current Board Member.• Revenew LLC, Exton, PA – Current Board Member • Acrewood Investors LLC, Bryn Mawr, PA – Current Advisory Board Member.• Continental Bank, Blue Bell, PA - Co-Founder and Board of Director previous to being bought by Bryn Mawr Trust, PA.• Mariner Finance, Baltimore, MD – Former Board Member.• Sisters of St. Francis Foundation, Aston, PA – Former Chairman of the Board.• ACCESS – Current Chairman of the Board – Non-profit dedicated to building a community center in Chester, PA.

Listed skills include Cpa, Tax, Financial Reporting, Accounting, and 27 others.