Palisades Hudson Financial Group, a wealth management and financial planning firm based in Fort Lauderdale, with offices in Stamford, Atlanta, Austin and Portland, Oregon, recently added Jeremy Dym and Max Klein to its roster of client service associates based at the Stamford office.
Dym was an associate at PricewaterhouseCoopers. He holds bachelor”™s and master”™s degrees in accounting from Binghamton University. He lives in Woodcliff Lake, New Jersey.
Klein graduated from Ithaca College with a bachelor”™s degree in business administration and a concentration in finance. He served as an analyst for Ithaca”™s Core Trading Consultants, a student-run finance organization, and interned at Ameriprise Financial. He lives in Stamford.
Palisades Hudson has more than $1.3 billion under management. Its entertainment and sports team serves entertainers and professional athletes.
