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Paul Benjamin Jacobs
Mitglied des Investmentausschusses bei Palisades Hudson Asset Management LP
Profil
Mr. Paul B.
Jacobs is a Managing Vice President at Palisades Hudson Asset Management LP.
He oversees client assets, including all aspects of investment strategy, portfolio management, due diligence and manager selection.
He began his career at Palisades Hudson as an associate in the Northeast in 2002; he became a client service manager in 2006.
In 2008, he moved to Atlanta to establish the firm’s office there.
He continues to work with clients across the country to develop comprehensive personal financial plans, and he brings his significant experience to projects including charitable planning, dealing with concentrated stock positions, small business and family business planning, creating cash flow projections and retirement plans, and estate planning and administration.
He is a graduate of New York University’s Stern School of Business, he holds degrees in finance and accounting.
He is a Certified Financial Planner certificant as well as a member of the Financial Planning Association of Georgia.
Aktive Positionen von Paul Benjamin Jacobs
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. | Mitglied des Investmentausschusses | 01.01.2012 |
Ausbildung von Paul Benjamin Jacobs
New York University | 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 |