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Miranda P

CFP®

St. Clairsville, OH

Appalachian Capital Management

Miranda Parkinson is a CFP® professional at Appalachian Capital Management with four years of industry experience. Prior to joining the firm, she worked at C.H. Robinson Worldwide and was employed by The Ohio State University. Appalachian Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, focusing on tailored investment solutions through customized or model portfolios. The firm emphasizes asset allocation, diversification, and long-term positioning, managing accounts on a discretionary basis with ongoing monitoring and regular reviews.

Wealth management Passive / index investing Tax-loss harvesting
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John P

CFP®, Series 63, Series 65

St. Clairsville, OH

Appalachian Capital Management

John Parkinson is a CFP® with 27 years of industry experience and has been with Appalachian Capital Management since 1992. He serves on the board of directors for Consumers National Bank in Mt. Pleasant, Ohio. Appalachian Capital Management delivers discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, focusing on tailored investment solutions primarily using no-load mutual funds and ETFs. The firm emphasizes asset allocation, diversification, and long-term positioning, managing accounts on a discretionary basis with ongoing monitoring and at least quarterly reviews.

Wealth management Passive / index investing Tax-loss harvesting
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