Jonathan Bergman, CFP®, Enrolled Agent

Vice President, Palisades Hudson Financial Group LLC
Chief Investment Officer, Palisades Hudson Asset Management, L.P.

Jonathan Bergman is the senior client service executive in our firm. He directs a wide range of services to Palisades Hudson clients, including asset allocation programs, investment analyses, cash flow projections, retirement plans, and income and estate tax strategies. Jonathan is responsible for services to multi-family accounts including corporate executive advisory programs, fiduciary and not-for-profit clients, and “private label” investment services for other financial advisory firms.

As chief investment officer, Jonathan leads a team of portfolio managers and associates focused on finding more efficient and cost-effective ways to implement clients’ portfolio strategies. He also oversees all aspects of investment strategy, portfolio management, due diligence, and manager selection for all of PHAM’s client portfolios, which totaled approximately $1.25 billion at the beginning of 2007.

Jonathan’s advice on private equity investing for high-net worth families was twice highlighted on the Alternative Assets Network, www.altassets.net. His views on working with highly concentrated stock positions, including the use of exchange funds and put options, were cited in the June 2002 issue of Bloomberg Personal Finance magazine. He also has been quoted by financial columnists for Newsday, the Baltimore Sun, Parade magazine and the Reuters news service. His successful efforts to reverse a mutual fund’s proposed fee increase were profiled in The New York Times and Directorship Magazine (see Deutsche Gets a Governance Lesson) in 2006.

A 1997 graduate of the University of Wisconsin School of Business, Jonathan joined Palisades Hudson Financial Group LLC in 1994 as a summer intern. He became a full-time associate in June 1997 and a client service manager in November 1999. Jonathan was promoted to vice president in January 2006, making him the firm’s first general executive officer apart from Larry M. Elkin, Palisades Hudson’s founder and president.

Jonathan helped launch Palisades Hudson Asset Management in 1997.

Jonathan is a member of the Financial Planning Association-New York chapter (FPA-NY). He is a member of FPA-NY’s Financial Awareness committee, which produces the annual Financial Fitness Workshop at New York University. Jonathan was a presenter at FPA-NY financial education programs in 2004, 2005 and 2006.

Jonathan regularly meets with Palisades Hudson clients across the United States. He is a regular contributor to Sentinel, the firm’s quarterly newsletter on personal finance. His writing includes “Investing A Not-For-Profit Nest Egg” (April 2007), “The Growing Benefits of Private Ownership”(January 2007),  “Does The Market Really Know Everything?” (January 2005), “Hard Assets For Soft Economic Times”  (April 2003), “Evaluating The Euro At its Fourth Birthday” (August 2002), and  “Investment Theories That Work…Occasionally” (January 2002).

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