Paul Benjamin Jacobs

Mr. Paul B.
Jacobs is a Managing Vice President at Palisades Hudson Asset Management LP.
He oversees client assets, including all aspects of investment strategy, portfolio management, due diligence and manager selection.
He 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.
He 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.
He is a graduate of New York University’s Stern School of Business, he holds degrees in finance and accounting.
He is a Certified Financial Planner certificant as well as a member of the Financial Planning Association of Georgia.