Eric Meermann, CFP^®, AVA, EA, joined Palisades Hudson as an associate in 2000 after graduating from New York University’s Stern School of Business with a degree in finance and international business. Eric became a Palisades Hudson client service manager in 2004. He is based in the Scarsdale office, where he supervises the staff of client service professionals. He is a member of the firm’s investment committee.

Eric has had extensive experience in the firm’s investment management, retirement planning, estate planning and tax compliance practices, and is the lead manager for our firm’s business valuation practice. He holds the Accredited Valuation Analyst designation from the National Association of Certified Valuation Analysts, of which he is a member. Eric is also a CERTIFIED FINANCIAL PLANNER® certificant and an Enrolled Agent.

Among the many publications in which Eric has been quoted are BusinessWeek, The Pittsburgh Post-Gazette, Kiplinger’s Retirement Report, AOL’s Daily Finance, Fidelity.com and Financial Planning Magazine.

Eric has written many articles for Sentinel, including “Capital Gains Planning Strategies” (October 2011), “Creative Approaches To Charitable Giving” (January 2011), “Estate Planning For 2010 And Beyond” (March 2010), “Ethical Investing For Federal Officials” (April 2009), “Private Equity: Too Much Of A Good Thing?” (June 2006), and “Japan: Recovery Or?” (January 2004) with Paul Jacobs.