Eric Meermann, CFP®, CVA, EA, is the senior client service executive in our Stamford office, where he supervises the staff of client service professionals. As a vice president, he is also responsible for firmwide professional staff development, as well as serving clients in the Northeast and across the country.
While he joined the executive team in 2017, Eric has long brought his extensive experience to our firm’s investment management, retirement planning, estate planning and tax compliance practices. He is the lead manager for our firm’s business valuation practice and, along with Shomari Hearn, heads the Entertainment and Sports Team. He was a longstanding member of Palisades Hudson’s investment committee.
Eric holds the Certified Valuation Analyst designation from the National Association of Certified Valuators and Analysts, of which he is a member. He is also a CERTIFIED FINANCIAL PLANNER™ certificant and an IRS Enrolled Agent. Eric graduated from New York University’s Stern School of Business with a degree in finance and international business.
Among the many leading publications in which Eric has been quoted as an expert are The New York Times, Forbes, BusinessWeek, Kiplinger’s Retirement Report and The Pittsburgh Post-Gazette. He has also appeared on Ebru TV’s “Fresh Outlook” program.
Eric regularly contributes to the firm’s Sentinel newsletter. Recent topics include:
- “ Winding Up A Business ” (August 2018 online edition)
- “ Retirement Plan Options For Small Businesses ” (March 2018 online edition, co-authored with Jeremy Dym)
- “ When Should You Borrow From Your 401(k)? ” (August 2017 online edition)
- “ Mortgage Strategies For Different Life Stages ” (June 2016) and
- “ How To Value A Professional Practice ” (June 2015, co-authored with Timothy Meyer).
He is the author of Chapter 11, “Social Security And Medicare,” and Chapter 18, “Philanthropy,” in our firm’s book, Looking Ahead: Life, Family, Wealth and Business After 55. Eric also co-authored Chapter 19, “A Second Act: Starting A New Venture” with Paul Jacobs.
Eric joined Palisades Hudson as an associate in 2000, became a client service manager in 2004 and became a vice president in 2017. He currently resides in White Plains, New York.
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