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Paul Jacobs, CFP®, EA

Chief Investment Officer
Client Service Manager
Portfolio Manager

Paul Jacobs, CFP®, EA, has been our firm’s chief investment officer since 2012 and a client service manager since 2006. As CIO and chairman of the firm’s investment committee, Paul directs a team of portfolio managers and associates focused on finding the most efficient and cost-effective ways to implement client portfolio strategies. He oversees more than $1 billion in client assets, including all aspects of investment strategy, portfolio management, due diligence and manager selection. Paul joined Palisades Hudson as an associate in Scarsdale in 2002; in 2008, he moved to Atlanta to establish the firm’s office there.

Paul's responsibilities include reviewing income and estate tax returns for clients, and implementing tax planning strategies including cross-border tax planning and intrafamily wealth transfers. Paul works with his clients to develop comprehensive personal financial plans, and he also has worked on projects involving charitable planning, concentrated stock positions, small business and family business planning, cash flow projections and retirement planning, and estate planning and administration.

Paul holds credentials as a CERTIFIED FINANCIAL PLANNER™ certificant and an Enrolled Agent, and he is a member of the Financial Planning Association of Georgia. A frequently quoted expert for national publications, Paul’s thoughts on financial topics have appeared in The Wall Street Journal, Forbes, Reuters and Kiplinger, among other publications.

Paul is the author or co-author of many articles for the firm’s Sentinel newsletter, including “Ten Reasons To Sell A Mutual Fund Other Than Poor Performance” (November 2015, online edition), “A New Tool To Address Special Needs” (April 2015), “529 Plan Investing For High Net Worth Investors” (June 2014, co-authored with Laurie Samay), “Considerations When Evaluating Private Equity” (April 2014) and “Curious Case Of The Shanghai Exchange” (April 2013). He is also a contributor to our daily blog, Current Commentary. For our firm’s book, Looking Ahead: Life, Family, Wealth and Business After 55, Paul authored Chapter 12, “Retirement Plans.” He also co-authored Chapter 15, “Investment Approaches and Philosophy,” with Anthony Criscuolo and Chapter 19, “A Second Act: Starting a New Venture,” with Eric Meermann.

A graduate of New York University’s Stern School of Business, Paul holds degrees in finance and accounting.

Phone:

(678) 500-8620

Fax:

(678) 306-3718

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