Paul Jacobs

Experience

1. Managing Vice President

   Palisades Hudson Financial Group Llc

   Sep 2002 — Present

   Paul Jacobs, CFP®, EA, assumed the role of managing vice president in 2023 after joining our executive team as a vice president in 2017. As managing vice president, Paul oversees the entirety of the firm’s client service operations. He also continues to work with clients across the country to develop comprehensive personal financial plans, and he brings his significant experience to projects including charitable planning, dealing with concentrated stock positions, small business and family business planning, creating cash flow projections and retirement plans, and estate planning and administration.Paul began his career at Palisades Hudson as an associate in the Northeast in 2002; he became a client service manager in 2006. In 2008, he moved to Atlanta to establish the firm’s office there. From 2012 to 2022, he served as the firm’s chief investment officer, overseeing more than $1.4 billion in client assets, including all aspects of investment strategy, portfolio management, due diligence and manager selection.Paul is a CERTIFIED FINANCIAL PLANNER™ certificant and an IRS Enrolled Agent. A frequently quoted expert for national publications, Paul’s thoughts on financial topics have appeared in The Wall Street Journal, Forbes, Reuters and Kiplinger, among many other outlets. Paul is also active in Atlanta’s Jewish community. A graduate of New York University’s Stern School of Business, Paul holds degrees in finance and accounting.

Education

• NYU Stern School of Business

  BS

  1998 — 2002

Skills

• Investments
• Financial Planning
• Wealth Management
• Finance
• Accounting
• Portfolio Management
• Strategic Financial Planning
• Tax
• Wealth Management Services
• Retirement Planning
• Financial Analysis
• Asset Management
• Financial Planners
• Estate Planning
• Alternative Investments
• Private Equity
• Insurance