![Anna K. Pfaehler](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Anna K.
Pfaehler is Chief Compliance Officer & Portfolio Manager at Palisades Hudson Asset Management LP.
She joined Palisades Hudson in 2006.
She is extensively involved in our investment, tax and accounting practices.
She helped organize the firm’s first private equity investment vehicle and is responsible for administering an oil and gas partnership with operations in five Gulf Coast and Rocky Mountain states.
She has also served as a staff analyst for the firm’s investment committee, covering U.S.
small-cap investments from 2007 to 2009.
She is also Client Service Manager of the firm.
Ms. Pfaehler graduated with honors from Vassar College, where she majored in economics and minored in mathematics in 2006.
Anciens postes connus de Anna K. Pfaehler
| Sociétés | Poste | Fin |
|---|---|---|
Palisades Hudson Asset Management LP
 Palisades Hudson Asset Management LP Investment ManagersFinance Palisades Hudson focuses on asset allocation and long-term, disciplined investing. The firm creates an asset allocation for each active management and trust management client that is consistent with the client’s risk tolerance and short- and long-term objectives. They seek to balance growth and security by building diversified portfolios comprised of cash equivalents, fixed-income securities, alternative investments, and US large-cap, US small-cap, international, natural resources, and real estate equities. | Compliance Officer | - |
Formation de Anna K. Pfaehler
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
30
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Palisades Hudson Asset Management LP
Palisades Hudson Asset Management LP Investment ManagersFinance Palisades Hudson focuses on asset allocation and long-term, disciplined investing. The firm creates an asset allocation for each active management and trust management client that is consistent with the client’s risk tolerance and short- and long-term objectives. They seek to balance growth and security by building diversified portfolios comprised of cash equivalents, fixed-income securities, alternative investments, and US large-cap, US small-cap, international, natural resources, and real estate equities. | Finance |
Vassar College
 Vassar College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
