Benjamin C. Sullivan, CFP®, EA

Benjamin C. Sullivan, CFP®, EA
Client Service Manager
Portfolio Manager

Since joining Palisades Hudson in early 2007, Ben has been extensively involved throughout the firm’s asset management, personal financial planning, tax and valuation practices. He is a CERTIFIED FINANCIAL PLANNER™ certificant and became a client service manager in 2010. As an Enrolled Agent eligible to practice before the Internal Revenue Service, Ben is authorized to represent his clients in tax disputes at all administrative levels. He is also a member of Palisades Hudson’s investment committee and a member of the New York chapter of the Financial Planning Association.

He is regularly quoted regarding personal financial planning in national media publications, including The Wall Street Journal, Money Magazine, U.S. News & World Report, Kiplinger's Retirement Report, Yahoo! Finance, USA Today, Bankrate.com and Morningstar.com.

A native of East Hanover, N.J., Ben graduated magna cum laude from Tulane University’s Freeman School of Business with a degree in finance and legal studies in business. Before joining Palisades Hudson, he worked for American International Group as an accounting analyst.

Ben has written many articles for Sentinel, including “When Is It Safe To Get Back Into Bonds?” (January 2014), “Planning For The Possibility Of Divorce” (June 2013), “Understanding Investor Biases” (October 2011), “2011 Tax Changes: Facts, Opportunities And Lessons” (March 2011 - online edition), and “New Orleans: Five Years After Katrina” (August 2010 - online edition).

Phone:

(914) 723-5000

Fax:

(914) 723-5139

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