Benjamin C. Sullivan, CFP®

Client Service Associate, Palisades Hudson Financial Group LLC

After an undergraduate career that took him from New Orleans to Spain to Dallas and back to hurricane-battered New Orleans, Ben Sullivan joined Palisades Hudson just in time for our 2007 tax season.

Ben graduated from Tulane University’s Freeman School of Business in the spring of 2006, less than a year after Hurricane Katrina flooded the city and closed the campus. Ben spent the first semester of his senior year as a guest student at Southern Methodist University in Dallas, which opened its doors to many Tulane students displaced by the storm.

But, after just one semester at SMU, Ben returned to New Orleans to complete his studies. He helped re-establish the Volunteer Income Tax Assistance Program, where he had prepared tax returns during the pre-storm season of 2005. In his work at the program during his senior year, Ben supervised on-site volunteers and helped direct a training program for 50 new VITA tax preparers.

Ben spent the autumn 2004 semester studying at ICADE, Universidad Pontificia Comillas in Madrid, Spain. He took courses in international finance and management, which were applied to the degree he earned from Tulane in finance and legal studies in business. Ben was a magna cum laude graduate at Tulane, where he was a member of the Phi Eta Sigma Honor Society.

Before joining Palisades Hudson, Ben worked for American International Group as an accounting analyst. Now, at Palisades Hudson, he covers U.S. small-cap equities as an analyst for the investment committee and manages a Canadian rental real estate enterprise for an American family. Ben is a CERTIFIED FINANCIAL PLANNER™ certificant.

Ben grew up in East Hanover, N.J., and attended Hanover Park High School.

Ben wrote “Learning to Expect the Unexpected” in the June 2009 issue of Sentinel and co-wrote “A Financial Meltdown 75 Years In The Making” with Christopher A. Reynolds in the January 2009 issue.

(914) 723-5000

(914) 723-5139