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David Patrick Walters
Membro del Comitato di Investimento presso Palisades Hudson Asset Management LP
Profilo
Mr. David P.
Walters, CPA, is a Vice President at Palisades Hudson Asset Management LP.
He has extensive experience in the firm’s tax, investment planning, estate planning and accounting practices.
He also serves as a member of the firm’s investment committee and, as part of its Entertainment and Sports Team, provides business management to singer-songwriter Maddie Wilson.
He joined the firm as an associate in the Scarsdale office in 2002 and became a client service manager in 2006 and joined the executive team as a Vice President in 2021.
He received his Bachelor of Science in finance and accounting from New York University’s Stern School of Business and also holds the Certified Public Accountant and Certified Financial Planner.
Posizioni attive di David Patrick Walters
Società | Posizione | Inizio |
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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. | Membro del Comitato di Investimento | 01/01/2006 |
Formazione di David Patrick Walters
New York University | Undergraduate Degree |
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Aziende private | 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 |
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