Profil
Ms. Anna K.
Pfaehler is Chief Compliance Officer & Portfolio Manager at Palisades Hudson Asset Management LP.
She joined Palisades Hudson in 2006.
She is extensively involved in our investment, tax and accounting practices.
She helped organize the firm’s first private equity investment vehicle and is responsible for administering an oil and gas partnership with operations in five Gulf Coast and Rocky Mountain states.
She has also served as a staff analyst for the firm’s investment committee, covering U.S.
small-cap investments from 2007 to 2009.
She is also Client Service Manager of the firm.
Ms. Pfaehler graduated with honors from Vassar College, where she majored in economics and minored in mathematics in 2006.
Anciens postes connus de Anna K. Pfaehler
| Sociétés | Poste | Fin |
|---|---|---|
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. | Compliance Officer | - |
Formation de Anna K. Pfaehler
| Vassar College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
