Stephen Grady III became Palisades Hudson's first financial planning manager in 2017. In addition to coordinating the firm's financial planning assistants, he is involved throughout our client service practice, including tax preparation, investment and financial planning. Stephen oversees the firm's income tax planning and return preparation services across all five offices. He is also the firm's portfolio management systems specialist; in this role, he has overseen three successful portfolio management software conversions and maintains the firm's current database, as well as coordinating staffing for it. Stephen joined Palisades Hudson’s Atlanta office as a financial planning assistant in 2012.
A magna cum laude graduate of Mercy College, Stephen holds a Bachelor of Science in business administration management. Prior to serving on the Palisades Hudson staff, Stephen’s experience included the positions of assistant vice president and assistant bank manager at Patriot National Bank. Additionally during that time, he served as an ambassador for the Stamford Chamber of Commerce. Stephen is also a member of the International Honor Society in Business Administration (Delta Mu Delta).
Stephen is a native of Anchorage, Alaska, though he considers Yonkers, New York, to be his hometown.
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