Benjamin C. Sullivan, CFP®, EA

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

As a client service manager, Benjamin C. Sullivan, CFP®, EA, is extensively involved throughout the firm’s asset management, personal financial planning, tax and valuation practices. He is also a member of Palisades Hudson’s investment committee. Ben joined the Palisades Hudson staff in early 2007, and became a manager in 2010.

Ben is a CERTIFIED FINANCIAL PLANNER™ certificant and a member of the New York chapter of the Financial Planning Association. In addition, 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.

Ben is regularly quoted in print, as well as interviewed in video and audio appearances, regarding personal financial planning and related topics in national media outlets including The Wall Street Journal, Money Magazine, U.S. News & World Report, Kiplinger’s Retirement Report and USA Today. He has also written many articles for the firm’s Sentinel newsletter, including “How To Benefit From Tax Diversification” (April 2015), “Income Tax Planning For Large Estates” (November 2014 - online edition), “When Is It Safe To Get Back Into Bonds?” (January 2014), “Planning For The Possibility Of Divorce” (June 2013), and “Understanding Investor Biases” (October 2011). In addition, he served as the author for two chapters in our firm’s book, Looking Ahead: Life, Family, Wealth and Business After 55: Chapter 13, “Federal Income Tax,” and Chapter 16, “Investment Psychology.”

A native of East Hanover, New Jersey, Ben graduated magna cum laude from Tulane University’s Freeman School of Business with a degree in finance and legal studies in business. He currently resides in New York City.

Phone:

(914) 723-5000

Fax:

(914) 723-5139

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