- Larry M. Elkin, CPA, CFP®President, Palisades Hudson Financial Group LLC
President, 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.
Portfolio Manager, Palisades Hudson Asset Management, L.P.
Director of Human Resources
Fort Lauderdale, Fla.
- Anthony D. Criscuolo, CFP®Client Service Manager
Portfolio Manager - Jeffrey JosephAdministrative Manager
- Melinda Kibler, CFP®Client Service Associate
Investment Analyst - Rachel LindenbergerFinancial Planning Assistant
Portland, Ore.
- David Walters, CPA, CFP®Client Service Manager
Portfolio Manager
Scarsdale, N.Y.
- Eric Meermann, CFP®, CVA, EAClient Service Manager
Portfolio Manager - Melissa DiNapoliAdministrative Manager
- Pascale Leon-BocchinoAdministrative Manager
- Anna K. Pfaehler, CFP®Chief Compliance Officer
Client Service Manager
Portfolio Manager - Benjamin C. Sullivan, CFP®Client Service Manager
Portfolio Manager
- Laurie SamayClient Service Associate
Investment Analyst - Ashley DandridgeAdministrative Associate
Atlanta, Ga.
- Paul Jacobs, CFP®, EAChief Investment Officer
Client Service Manager
Portfolio Manager - ReKeithen Miller, CFP®Client Service Manager
Portfolio Manager - Rebecca Pavese, CPAClient Service Manager
Portfolio Manager
- Thomas WalshClient Service Associate
Investment Analyst - Stephen Grady IIIFinancial Planning Assistant
