Rebecca Pavese

Mitglied des Investmentausschusses bei

Palisades Hudson Asset Management LP

Consumer Services

Finance

Profil

Ms. Rebecca Pavese, CPA, is a Vice President at Palisades Hudson Asset Management LP.
She supervises the staff of client service professionals in the Atlanta office, where she has been based since 2008.
She has worked extensively in firm’s tax, financial accounting and estate planning and administration practices, and is a member of the firm’s investment committee.
She also supervises Palisades Hudson’s accounting and administration services for estates and trusts.
She has served as the Principal Supervisor of firm’s income tax planning and return preparation services and has overseen accounting services for a complex oil and gas investment partnership.
A Client Service Manager since 2005, She first joined Palisades Hudson in 2000 as an Associate in firm’s tax and financial planning practice in the Northeast.
Ms. Pavese holds a Bachelor of Science in Business Administration from the University of Pittsburgh and a Master’s degree in Accounting from Pace University.

Aktive Positionen von Rebecca Pavese

Unternehmen	Position	Beginn
Palisades Hudson Asset Management LP Palisades Hudson Asset Management LP Investment ManagersFinance Palisades Hudson focuses on asset allocation and long-term, disciplined investing. The firm creates an asset allocation for each active management and trust management client that is consistent with the client’s risk tolerance and short- and long-term objectives. They seek to balance growth and security by building diversified portfolios comprised of cash equivalents, fixed-income securities, alternative investments, and US large-cap, US small-cap, international, natural resources, and real estate equities.	Mitglied des Investmentausschusses	01.01.2005

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Unternehmensverbindungen

Private Unternehmen	3
Palisades Hudson Asset Management LP Palisades Hudson Asset Management LP Investment ManagersFinance Palisades Hudson focuses on asset allocation and long-term, disciplined investing. The firm creates an asset allocation for each active management and trust management client that is consistent with the client’s risk tolerance and short- and long-term objectives. They seek to balance growth and security by building diversified portfolios comprised of cash equivalents, fixed-income securities, alternative investments, and US large-cap, US small-cap, international, natural resources, and real estate equities.	Finance
University of Pittsburgh University of Pittsburgh Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Pace University Pace University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services