Anthony Dominic Criscuolo
Chief Investment Officer bei Palisades Hudson Asset Management LP
Profil
Mr. Anthony D.
Criscuolo is a Senior Client Service Manager & CIO at Palisades Hudson Asset Management LP.
He has extensive experience in firm’s tax, investment management, estate planning and accounting practices.
He provides a wide range of services to the firm's clients, including asset allocation and investment analyses, cash flow projections, retirement plans, tax planning and preparation, and estate planning and administration.
He is also a member of the firm's investment committee, helping to oversee client assets, including all aspects of investment strategy, portfolio management, due diligence and manager selection.
He supervises the staff of client service professionals in the firm’s Fort Lauderdale headquarters, where he is based.
He became a full-time member of the firm's client service staff in January 2008 and has been a client service manager since 2011.
In 2018, he relocated to the firm’s Atlanta office, where he serves clients around the country.
He graduated summa cum laude from the University of Florida’s Warrington College of Business Administration with a degree in finance and minors in leadership and entrepreneurship.
He is a Certified Financial Planner.
Aktive Positionen von Anthony Dominic Criscuolo
Unternehmen | Position | Beginn |
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Palisades Hudson Asset Management LP
Palisades Hudson Asset Management LP Investment ManagersFinance Palisades Hudson Asset Management LP (Palisades Hudson) is a SEC-registered investment advisor and wealth management firm headquartered in Fort Lauderdale, Florida. The firm was founded in 1997 by Larry Elkin and principally owned by Larry M. Elkin Living Trust. Palisades Hudson provides investment advice to individuals, Limited Partnerships and Limited Liability Companies, pension and profit-sharing plans, trusts and estates, corporations or business entities, and private investment funds. | Chief Investment Officer | 01.01.2023 |
Ausbildung von Anthony Dominic Criscuolo
University of Florida | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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Palisades Hudson Asset Management LP
Palisades Hudson Asset Management LP Investment ManagersFinance Palisades Hudson Asset Management LP (Palisades Hudson) is a SEC-registered investment advisor and wealth management firm headquartered in Fort Lauderdale, Florida. The firm was founded in 1997 by Larry Elkin and principally owned by Larry M. Elkin Living Trust. Palisades Hudson provides investment advice to individuals, Limited Partnerships and Limited Liability Companies, pension and profit-sharing plans, trusts and estates, corporations or business entities, and private investment funds. | Finance |