| Name | Title | Contact Details |
|---|---|---|
Charles Brown |
Chief Operating Officer | Profile |
Palisades Hudson Financial Group LLC was founded by our president, Larry M. Elkin, in 1992 in order to emphasize objectivity, transparency, and personalization in the financial advisory industry. We offer our clients a variety of services, including asset allocation and investment management, personal financial planning, financial management services, and sophisticated tax planning and return preparation.
Keane is the country`s leading provider of unclaimed property compliance solutions. From annual escheat compliance reporting, customized communication programs and in-depth consulting services, Keane provides corporations, mutual funds, banks, brokerage, insurance companies and transfer agents with a depth and breadth of services that is unmatched. What sets Keane apart is our total commitment to customer service, the expertise and qualifications of our employees, and our demonstrated accountability for measurable results. Keane employs more than 180 people in our corporate office in New York City, our operations center in King of Prussia, Pennsylvania and various satellite offices across the country. Whether it`s working with your team to ensure compliance, protecting your shareowners, or mitigating audit risk...Keane is Unclaimed property. Uncompromising performance.
The Novati Group is a Dallas, TX-based company in the Financial Services sector.
Guadalupe Credit Union is a Santa Fe, NM-based company in the Financial Services sector.
PKF O`Connor Davies, LLP is a full-service certified public accounting and advisory firm with a long history of serving clients both domestically and internationally. With roots tracing to 1891, eleven offices in New York, New Jersey, Connecticut, Maryland and Rhode Island, and more than 700 professionals, the Firm provides a complete range of accounting, auditing, tax and management advisory services. PKF O`Connor Davies is ranked 29th on Accounting Today`s 2018 “Top 100 Firms” list and is recognized as one of the “Top 10 Fastest-Growing Firms.” PKF O`Connor Davies is also recognized as a “Leader in Audit and Accounting” and is ranked among the “Top Firms in the Mid-Atlantic,” by Accounting Today. In 2018, PKF O`Connor Davies was named one of the 50 best accounting employers to work for in North America, by Vault. PKF O`Connor Davies is the lead North American representative in PKF International, a global network of legally independent accounting and advisory firms located in over 400 locations, in 150 countries around the world.