Melinda Catherine Kibler
Membre du Comité d'Investissement chez Palisades Hudson Asset Management LP
Profil
Ms. Melinda C.
Kibler is a Client Service Manager at Palisades Hudson Asset Management LP.
She serves Firm's clients across the full range of its services, including investment management and tax planning and preparation.
She is a member of the firm’s investment committee and its Entertainment and Sports Team.
Melinda has direct experience in cross-border tax planning issues for our international clients, estate planning reviews, accounting, bookkeeping and bill payment service administration, cash flow planning and insurance reviews.
She rejoined the firm in 2013 as a client service associate in the firm's Fort Lauderdale office and became a client service manager the following year.
She earned Bachelor of Arts degrees in economics and statistics, as well as a Certificate in Management in accounting and finance.
She obtained her Certified Financial Planner credential in 2012.
Postes actifs de Melinda Catherine Kibler
Sociétés | Poste | Début |
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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. | Membre du Comité d'Investissement | 01/01/2013 |
Anciens postes connus de Melinda Catherine Kibler
Sociétés | Poste | Fin |
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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. | Corporate Officer/Principal | 31/12/2010 |
Formation de Melinda Catherine Kibler
Rochester Christian University | Undergraduate Degree |
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Entreprise privées | 1 |
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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 |