Benjamin C. Sullivan, CFP®
Since joining Palisades Hudson in early 2007, Ben has had extensive exposure to the firm’s asset management, personal financial planning, tax and valuation practices. He is a member of the firm’s investment committee, serves as the committee's U.S. small-cap equities analyst, and manages a Canadian rental real estate enterprise for an American family. He became a client service manager in 2010 and is a CERTIFIED FINANCIAL PLANNER™ certificant. Ben has been quoted regarding personal financial planning in national media publications including The Wall Street Journal, Money Magazine, Kiplinger's Retirement Report, Yahoo! Finance, Bankrate.com, and Morningstar.com.
Ben graduated magna cum laude from Tulane University’s Freeman School of Business in the spring of 2006, less than a year after Hurricane Katrina flooded the city and closed the campus. He spent the first semester of his senior year as a guest student at Southern Methodist University in Dallas, which opened its doors to many Tulane students displaced by the storm. After just one semester at SMU, Ben returned to New Orleans to complete his studies. He helped re-establish the Volunteer Income Tax Assistance Program, for which he had prepared tax returns during the pre-storm season of 2005.
In addition to his time at Tulane and SMU, Ben spent a semester studying at ICADE, Universidad Pontificia Comillas in Madrid, Spain. He took courses in international finance and management, which were applied to the degree he earned from Tulane in finance and legal studies in business.
Before joining Palisades Hudson, Ben worked for American International Group as an accounting analyst. Ben grew up in East Hanover, N.J.
Ben has written several articles for Sentinel, including “Understanding Investor Biases” (October 2011), “2011 Tax Changes: Facts, Opportunities And Lessons” (March 2011 - online edition), “New Orleans: Five Years After Katrina” (August 2010 - online edition), and “Learning to Expect the Unexpected” (June 2009). He also co-wrote “A Financial Meltdown 75 Years In The Making” with Christopher A. Reynolds in the January 2009 issue.