Melinda Catherine Kibler
Investment Committee Member bij Palisades Hudson Asset Management LP
Profiel
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.
Actieve functies van Melinda Catherine Kibler
Bedrijven | Functie | Begin |
---|---|---|
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. | Investment Committee Member | 01-01-2013 |
Eerdere bekende functies van Melinda Catherine Kibler
Bedrijven | Functie | Einde |
---|---|---|
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 |
Opleiding van Melinda Catherine Kibler
Rochester Christian University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 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 |