- Larry M. Elkin, CPA, CFP®President, Palisades Hudson Financial Group LLC
President, Palisades Hudson Asset Management, L.P. - Jonathan M. Bergman, CFP®, EAVice President, Palisades Hudson Financial Group LLC
Chief Investment Officer, Palisades Hudson Asset Management, L.P. - Shomari D. Hearn, CFP®, EAVice President, Palisades Hudson Financial Group LLC
Portfolio Manager, Palisades Hudson Asset Management, L.P. - Linda ElkinDirector of Marketing
Director of Human Resources
President, Palisades Hudson Asset Management, L.P.
Chief Investment Officer, Palisades Hudson Asset Management, L.P.
Portfolio Manager, Palisades Hudson Asset Management, L.P.
Director of Human Resources
Fort Lauderdale, Fla.
- Anthony D. Criscuolo, CFP®Client Service Manager
Portfolio Manager - David Walters, CPA, CFP®Client Service Manager
Portfolio Manager
- Michael DiCosimoClient Service Associate
Investment Analyst - Gerardo MorabitoFinancial Planning Assistant
Scarsdale, N.Y.
- Eric Meermann, CFP®, AVA, EAClient Service Manager
Portfolio Manager - Pascale Leon-BocchinoAdministrative Manager
- Anna K. Pfaehler, CFP®Client Service Manager
Portfolio Manager - Benjamin C. Sullivan, CFP®Client Service Manager
Portfolio Manager
- Melissa DiNapoliRecruiting and Marketing Coordinator
Atlanta, Ga.
- Paul Jacobs, CFP®, EAClient Service Manager
Portfolio Manager
Chief Compliance Officer - Jeffrey JosephAdministrative Manager
- ReKeithen Miller, CFP®Client Service Manager
Portfolio Manager - Rebecca Pavese, CPAClient Service Manager
Portfolio Manager
- Thomas WalshClient Service Associate
Investment Analyst - Cathy CollierFinancial Planning Assistant
