Paul Jacobs, CFP®, EA
Portfolio Manager
Chief Compliance Officer
Paul Jacobs, CFP®, EA, joined Palisades Hudson as an associate in Scarsdale in 2002. In 2006 he became a client service manager and transferred to Fort Lauderdale. In 2008 Paul moved to Atlanta, where he is presently the client service manager in charge, to establish the firm’s office there.
Paul graduated from New York University’s Stern School of Business with degrees in finance and accounting. He is a CERTIFIED FINANCIAL PLANNER® certificant, an Enrolled Agent and a member of the Financial Planning Association of Georgia. Paul also participates in the Buckhead Business Association, a professional networking group.
Paul is our firm’s Chief Compliance Officer and has had extensive experience in the firm’s investment management and tax compliance practices. His primary responsibilities include developing and monitoring client portfolios, reviewing tax strategies and returns for clients, and developing comprehensive personal financial plans. Paul is also a member of the firm’s investment committee and serves as the committee’s analyst coordinator. Paul has worked on client projects involving charitable planning, bookkeeping, retirement planning, and estate planning and administration.
Paul is the author or co-author of numerous Sentinel articles, including “Beware Mutual Funds Using Hedge Fund Strategies” (January 2012), “Is There A Bubble In The Bond Market?” (October 2010), “Should You Do A Roth IRA Conversion?” (February 2010), “Private Equity In A Deleveraged World” (April 2009), and “A Fundamentally Better Stock Index?” (January 2007).
