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Five Questions With: Benjamin C. Sullivan, Chief Investment Officer and Senior Client Service Manager Benjamin C. Sullivan, CFP®, CVA, EA, is extensively involved throughout the firm’s asset management, personal financial…
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Five Questions With: Linda Field Elkin, Director of Marketing and Director of Human Resources Linda brings nearly 30 years of experience to her position as Palisades Hudson’s director of marketing…
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Five Questions With: ReKeithen Miller, Senior Client Service Manager ReKeithen supervises the staff of client service professionals in the Atlanta office, where he has been based since 2008. ReKeithen is…
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Five Questions With: Stephen Grady III, Financial Planning Manager Stephen Grady III became Palisades Hudson’s first financial planning manager in 2017, having joined the firm’s Atlanta office as a financial…
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Five Questions With: Brianna Aviles, Client Service Associate Brianna Aviles became part of the Palisades Hudson staff in 2022, joining the firm’s Fort Lauderdale, Florida headquarters as a client service…
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Five Questions With: Jeffrey J. Howard, Director Of Technology Jeff has been part of Palisades Hudson since 2004, serving as the firm’s administrative manager for infrastructure and technology…
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Five Questions With: Thomas Walsh, Senior Client Service Manager Thomas Walsh, CFP®, is extensively involved in Palisades Hudson’s asset management, personal financial planning and tax practices, and has been a…
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Five Questions With: Cristina Galante, Administrative Manager (Facilities) Cristina is the administrative manager responsible for Palisades Hudson’s bookkeeping, as well as overseeing the firm’s office assistants. She also provides technical…
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Five Questions With: Anthony Criscuolo, Senior Client Service Manager and Chief Investment Officer Anthony joined Palisades Hudson in 2008 and has been a client service manager since 2011. As CIO,…
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Five Questions With: Pascale Leon-Bocchino, Administrative Manager (Accounting) Pascale Leon-Bocchino supervises the administrative staff and handles bookkeeping and bill payment for Palisades Hudson Financial Group LLC and its investment advisor…
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