Anna K. Pfaehler

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Finance

Consumer Services

Profilo

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.

Precedenti posizioni note di Anna K. Pfaehler

Società	Posizione	Fine
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.	Responsabile della Conformità	-

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Formazione di Anna K. Pfaehler

Vassar College

Undergraduate Degree

Esperienze
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Attive

Inattive

Società quotate in Borsa

Aziende private

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Società collegate

Aziende private	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