Palisades Hudson Financial Group LLC

Description

Palisades Hudson Financial Group LLC, was founded in 1993 by Larry M. Elkin. The fee-only financial and tax-planning firm also has an affiliated Registered Investment Adviser arm, Palisades Hudson Asset Management, L.P., which began in 1997. Founded: 1993 Number of locations: 5 (2018) Type of business: limited liability company

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Palisades Hudson Financial Group LLC Employees

Employee
Years
Job
Industry
Jeff Wang Jeff Wang San Francisco Bay Area Details
Jeff Wang's Palisades Hudson Financial Group LLC Experience March 2011 - June 2011
Job Business Intelligence Analyst
Industry Internet
Experience
Chartboost  August 2014 - Present
Rutberg & Company  May 2013 - August 2013
UBS  June 2012 - August 2012
Lazard Capital Markets  May 2012 - August 2012
Palisades Hudson Financial Group LLC   March 2011 - June 2011

Education
University of California, Berkeley   2010 — 2014
Bachelor's Degree, Economics

Palo Alto High School   2007 — 2010

Carmelo Bueti Carmelo Bueti New York, New York Details
Carmelo Bueti's Palisades Hudson Financial Group LLC Experience June 2014 - June 2015
Job Investment Banking Analyst at Needham & Company
Industry Investment Banking
Experience
Needham & Company  June 2015 - Present
Palisades Hudson Financial Group LLC   June 2014 - June 2015
GE Capital  June 2013 - August 2013

Skills
Corporate Finance, Credit Risk, Financial Modeling, Financial Services, Financial Risk, Asset Management, Asset Allocation, Finance, Financial Planning, Investment Banking, PowerPoint, Research, Bloomberg

Education
Boston College   2010 — 2014
Bachelor of Science (B.S.), Finance and Economics, Graduated Magna Cum Laude

Rachel Lindenberger Rachel Lindenberger Miami/Fort Lauderdale Area Details
Rachel Lindenberger's Palisades Hudson Financial Group LLC Experience February 2013 - April 2014
Job Financial Analyst at Alorica
Industry Accounting
Experience
Alorica  July 2014 - Present
Palisades Hudson Financial Group LLC   February 2013 - April 2014
Max & Erma's   September 2011 - July 2012
Shaw Jewish Community Center of Akron   June 2006 - July 2012
The College of Wooster  March 2008 - May 2011

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Data Entry, Time Management, Outlook, Critical Thinking, Research, Customer Service, Facebook

Education
Nova Southeastern University   2012 — 2014
Master's Degree, Accounting

The College of Wooster   2007 — 2011
Bachelor of Arts (B.A.), English Language and Literature/Letters, 3.5

Firestone High School   2003 — 2007
High School, International Baccalaureate

Ashley Dandridge Ashley Dandridge Greater New York City Area Details
Ashley Dandridge's Palisades Hudson Financial Group LLC Experience February 2013 - Present
Job Administrative Associate at Palisades Hudson Financial Group LLC
Industry Graphic Design
Experience
Palisades Hudson Financial Group LLC   February 2013 - Present
Palisades Hudson Financial Group LLC   June 2012 - February 2013
Palisades Hudson Financial Group LLC   August 2011 - June 2012
Manhattanville College  October 2010 - May 2011
Manhattanville College  September 2008 - May 2011

Skills
Graphic Design, Eye For Detail, Advertising, Facebook, Social Media, PowerPoint, Social Networking, Marketing Communications, Microsoft Office, Blogging, Research, Newsletters, Final Cut Pro, Press Releases, Event Planning, Editing

Education
Pace University-Pleasantville/Briarcliff Campus   2011 — 2013
Master of Arts, Media and Communication Arts

Manhattanville College   2007 — 2011
Bachelor of Arts, Communication Studies

Stephen Grady III Stephen Grady III Greater Atlanta Area Details
Stephen Grady III's Palisades Hudson Financial Group LLC Experience 2012 - Present
Job FPA at Palisades Hudson Financial Group LLC
Industry Financial Services
Experience
Palisades Hudson Financial Group LLC   2012 - Present
Patriot National Bank  2009 - 2012

Skills
Customer Satisfaction, Customer Relations, Customer Service, Word, Excel, Microsoft Office, Banking, Problem Solving, Team Building

Education
Mercy College

Laurie Samay, CFP® Laurie Samay, CFP® Greater New York City Area Details
Laurie Samay, CFP®'s Palisades Hudson Financial Group LLC Experience July 2012 - Present
Job Client Service Associate at Palisades Hudson Financial Group LLC
Industry Financial Services
Experience
Palisades Hudson Financial Group LLC   July 2012 - Present
Olin Business School  January 2010 - May 2012
Palisades Hudson Financial Group LLC   May 2011 - August 2011
Palisades Hudson Financial Group LLC   May 2010 - August 2010
Palisades Hudson Financial Group LLC   May 2009 - August 2009

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, SPSS, Wordpress, French, CSS, HTML

Education
Washington University in St. Louis   2008 — 2012
BSBA, Finance, French

Université Sorbonne Nouvelle (Paris III)   2011 — 2011
French Language and Literature

Anthony D. Criscuolo, CFP®, EA Anthony D. Criscuolo, CFP®, EA Fort Lauderdale, Florida Details
Anthony D. Criscuolo, CFP®, EA's Palisades Hudson Financial Group LLC Experience November 2011 - Present
Job Client Service Manager at Palisades Hudson Financial Group LLC
Industry Financial Services
Experience
Palisades Hudson Financial Group LLC   November 2011 - Present
Palisades Hudson Financial Group LLC   January 2008 - November 2011
Dept. of Finance, University of Florida   January 2006 - December 2007
Palisades Hudson Financial Group LLC   May 2007 - August 2007
North Broward Hospital District  June 2006 - August 2006

Skills
Asset Allocation, Investments, Financial Planning, Asset Management, Estate Planning, Tax, Insurance Planning

Education
University of Florida - Warrington College Of Business
B.S.B.A. Finance, Minors: Leadership and Entrepreneurship

St. Thomas Aquinas High School

Shomari Hearn, CFP® Shomari Hearn, CFP® Miami/Fort Lauderdale Area Details
Shomari Hearn, CFP®'s Palisades Hudson Financial Group LLC Experience August 1998 - Present
Job Financial Advisor | Vice President at Palisades Hudson Financial Group LLC
Industry Financial Services
Experience
Palisades Hudson Financial Group LLC   August 1998 - Present
MetLife  August 1997 - July 1998

Skills
Tax, Retirement Planning, Finance, Estate Planning, Financial Planners, High Net Worth..., Estate Tax Planning, Small Business, Strategic Financial..., Accounting, Risk Management, Financial Planning, Financial Advisory, Retirement

Education
Duke University   1993 — 1997
AB, Economics, Certificate in Markets & Management

Dwight School

Leadership Fort Lauderdale Class XIII

Andy Baum, CPA/ABV/CFF Andy Baum, CPA/ABV/CFF Greater Denver Area Details
Andy Baum, CPA/ABV/CFF's Palisades Hudson Financial Group LLC Experience 2004 - 2004
Job Associate at Harper Hofer & Associates, LLC
Industry Accounting
Experience
Harper Hofer & Associates, LLC   September 2013 - Present
Gursey, Schneider & Co. LLP   August 2010 - September 2013
Colony Capital  August 2008 - August 2010
PricewaterhouseCoopers  August 2006 - July 2008
Palisades Hudson Financial Group LLC   2004 - 2004

Skills
CPA, GAAP, Financial Analysis, Financial Reporting, Accounting, SEC filings, US GAAP, Financial Modeling, Internal Controls, Due Diligence, Auditing, Financial Accounting, Sarbanes-Oxley Act, Tax, Valuation, Corporate Finance, QuickBooks, Private Equity, Financial Statements, Cash Flow, Financial Audits, Income Tax, Forensic Accounting, Business Valuation, Variance Analysis

Education
The University of Texas at Austin - Red McCombs School of Business   2001 — 2006
Master in Professional Accounting

The University of Texas at Austin - The Red McCombs School of Business   2001 — 2006
Bachelor of Business Administration, Accounting

Helen DiNetta Helen DiNetta West Palm Beach, Florida Area Details
Helen DiNetta's Palisades Hudson Financial Group LLC Experience 2007 - Present
Job Independent Contractor Marketing, Information Mgmt
Industry Market Research
Experience
Palisades Hudson Financial Group LLC   2007 - Present
Unilever Bestfoods  2001 - 2003
Ziff Davis Media  1982 - 1983
Prentice-Hall, Inc.   1978 - 1982

Skills
Internal Communications, Strategy, Marketing Strategy, Corporate Communications, Integrated Marketing, Marketing Communications, Digital Marketing, Marketing, Market Research, Strategic Planning, Technology

Education
Southern Connecticut State University
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies

William Paterson University of New Jersey
Certification, Teaching English as a Second or Foreign Language/ESL Language Instructor

Eliza Snelling Eliza Snelling Greater New York City Area Details
Eliza Snelling's Palisades Hudson Financial Group LLC Experience May 2009 - July 2010
Job Risk Analyst at Payvision
Industry Financial Services
Experience
Payvision  January 2015 - Present
Payvision  March 2013 - January 2015
Brooklyn College  August 2012 - December 2012
MorrisAnderson  October 2010 - April 2012
Palisades Hudson Financial Group LLC   May 2009 - July 2010
Sarah Lawrence College  May 2008 - May 2009
Arcade Publishing  September 2008 - December 2008
Jennifer Lyons Literary Agency   May 2007 - July 2007

Skills
Editing, Newsletters, Publishing, Marketing, Social Media, Project Planning, Microsoft Office, Research, Copywriting, Proofreading, Creative Writing, Social Media Marketing, PowerPoint, Event Planning, Microsoft Word, Blogging, Copy Editing, Microsoft Excel

Education
Brooklyn College   2010 — 2012
MFA, Fiction

Sarah Lawrence College   2005 — 2009
BA, Liberal Arts

Larry Elkin Larry Elkin Greater New York City Area Details
Larry Elkin's Palisades Hudson Financial Group LLC Experience 1992 - Present
Job Financial Advisor | Founder and President of Palisades Hudson Financial Group LLC
Industry Financial Services
Experience
Palisades Hudson Financial Group LLC   1992 - Present
Estate Planning Council of New York City Inc.   2005 - 2006
Arthur Andersen  1986 - 1992
Associated Press  1978 - 1986

Skills
Accounting, Insurance, Estate Planning, Strategic Financial..., Personal Finance, Financial Planners, Newsletters, Financial Advisory, Estate Tax Planning, Tax, Management, Retirement, Strategy, Strategic Planning, Tax Preparation, Editing, Personal Financial..., Retirement Planning, Tax Accounting, High Net Worth..., Mergers & Acquisitions

Education
New York University
M.B.A., Accounting

University of Montana
B.A., Journalism

Amy Laburda Amy Laburda Greater New York City Area Details
Amy Laburda's Palisades Hudson Financial Group LLC Experience January 2015 - Present
Job Administrative Manager at Palisades Hudson Financial Group LLC
Industry Financial Services
Experience
Palisades Hudson Financial Group LLC   January 2015 - Present

Skills
Editing, Blogging, Copy Editing, Newsletters, Publishing, Microsoft Office, Proofreading, Facebook, Microsoft Word, Books, Writing, Customer Service, Copywriting, Social Media, Word, Public Speaking, Scheduling, Event Planning, Adobe Acrobat

Education
Sarah Lawrence College   2003 — 2007
BA

University of Oxford   2005 — 2006

Pascale Leon Bocchino Pascale Leon Bocchino Greater New York City Area Details
Pascale Leon Bocchino's Palisades Hudson Financial Group LLC Experience Administrative ManagerPalisades Hudson Financial Group LLC$
Job Administrative Manager at Palisades Hudson Financial Group LLC
Industry Financial Services
Experience
Palisades Hudson Financial Group LLC   Administrative ManagerPalisades Hudson Financial Group LLC$

Education
Manhattan College

Matthew Slen Matthew Slen Greater New York City Area Details
Matthew Slen's Palisades Hudson Financial Group LLC Experience June 2009 - September 2011
Job Interest Rate Derivatives Consultant at Murex
Industry Financial Services
Experience
Murex  October 2011 - Present
Palisades Hudson Financial Group LLC   June 2009 - September 2011
Palisades Hudson Financial Group LLC   May 2008 - August 2008
Bank Hapoalim  June 2007 - August 2007

Education
Brown University   2005 — 2009
Bachelor of Science, Applied Mathematics-Economics