Laurie Samay was named client service manager and portfolio manager by Palisades Hudson Financial Group, a fee-only financial planning firm and investment manager firm in Scarsdale.
Formerly a client service associate, Samay was promoted after recently receiving the certified financial planner certification. Awarded by the Certified Financial Planner Board of Standards, the industry”™s top designation for financial planners, requires passing the comprehensive CFP examination and agreeing to adhere to its ethical standards.
Widely quoted as a financial expert by the media, Samay is a contributor to Palisades Hudson”™s recent book, “Looking Ahead: Life, Family, Wealth and Business After 55,” and earned her Bachelor of Science degree in business administration at Washington University in St. Louis.