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Bergman Becomes Our First Manager

Jonathan Bergman has been promoted to Client Service Manager at Larry M. Elkin & Co., becoming the first associate at our organization to reach this level.

Jonathan came to the firm in 1994 as a summer intern. He became a full-time associate in June 1997, upon receiving his Bachelor of Business Administration degree from the University of Wisconsin. A few months later he helped launch Palisades Hudson Asset Management, Inc., our investment advisory unit, which he serves as portfolio manager.

Jonathan’s current responsibilities include preparing and implementing asset allocation programs, as well as performing investment analysis, for clients of Palisades Hudson, which is a registered investment adviser. He also directs the production of cash flow projections, retirement planning and other analyses for our financial planning clients.

If you enjoyed this article, be sure to check out Palisades Hudson’s book, Looking Ahead: Life, Family, Wealth and Business After 55, now available in paperback and as an e-book.

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