Page 4
THE WESTCHESTER GUARDIAN
THURSDAY, AUGUST 16, 2012
BUSINESS
The Peekskill Coffee House is Home Continued from page 3
Not a fan of Jazz, as I told the trio later, I’ve now become one. That’s just the kind of opportunity that the Coffee House gives, according to Ben Carr. “In the relaxed atmosphere, says the Cello player, “people are listening and actually want to hear the music. The fact that people tip well doesn’t hurt either, as the general calm affords musicians the chance to hone their skills for bigger venues. “It’s very low key,” he says. Currently, The Peekskill Coffee House has a relatively regular line up of performers but that doesn’t mean the opportunities to hook on are closed. “Our Friday night open nights are a good way to get noticed,” says Sharpe. The introductory possibilities for a showcase and performance experience aside, the locale serves as a pushing of
(L-R): Mike Camacho, Ben Carr and Tristen Napoli Trio. Lining up for Coffee. point for bigger things – artist or not. It’s even more basic than that for “It’s a nice meeting place to go over Carr. “I just feel like I’m really part of things and plan,” he says. something larger when I’m here,”he says.
I couldn’t have said it any better myself. My video from The Peekskill Coffee House perfomances: http://peekskillcoffeevideo.blogspot.com/
Art in background is by Laura Caseley: www.Facebook.com/chubbybirdfinearts
Scarsdale, New York-based Palisades Hudson Financial Group Names Chief Investment Officer Opens Portland, Oregon Office SCARSDALE, N.Y. –Palisades Hudson Financial Group LLC has named Paul Jacobs, CFP®, its new chief investment officer, topping a list of personnel additions and promotions as the Scarsdale, NewYork-based firm prepares to expand to the West Coast this month. The promotions were announced by Larry M. Elkin, CFP®, CPA, president and founder (pictured) of the fee-only wealth-management firm. Jacobs, 32, has spent a decade with Palisades Hudson. In addition to his CIO role, he continues in his current
post as manager in charge of the firm’s Atlanta office. A native of Queens, N.Y., Jacobs started with Palisades Hudson in Scarsdale in 2002, and later was a manager in the firm’s Fort Lauderdale, Fla., office before
establishing the Atlanta presence in 2008. Jacobs has been a member of Palisades Hudson’s Investment Committee since 2005 and its chief compliance officer since 2009. He succeeds Jonathan Bergman, who left the firm this month, as CIO. Linda Elkin, Palisades Hudson’s director of marketing and human resources, who oversaw Bergman’s marketing efforts, will assume direct responsibility for marketing. Another 10-year Palisades Hudson veteran, David Walters,
CFP®, CPA, will establish the firm’s West Coast presence with his relocation to metropolitan Portland, Ore., on Aug. 21. Walters, 32, began his career in Scarsdale and has been a client service manager in Fort Lauderdale since 2007. Anna Pfaehler, CFP®, 26, succeeds Jacobs as the firm’s chief compliance officer. She is a client service manager in the Scarsdale office, where she joined Palisades Hudson in 2006. Ben Sullivan, CFP®, 28, a client service manager based in Scarsdale, will
join the firm’s Investment Committee, whose five members currently oversee more than $1.1 billion in client assets under management. “Our approach to managing investments is not going to change,” Jacobs said. “We are still going to counsel clients to be clear about their long-term goals and about the amount of short-term volatility they’re willing to accept. We will continue to be compensated only by our clients, who have our undivided loyalty, and we’ll continue to look for the most efficient and effective ways to implement our clients’ investment strategies.” Jacobs noted that he and other senior managers at the firm have gathered a wealth of experience as this part of Palisades Hudson’s business grew from around $30 million under management when it began in 1997 to more than $1.1 billion today. This has earned the firm’s investment advisory affiliate, Palisades Hudson Asset Management L.P., national rankings among independent money managers for the past two years. Financial Advisor magazine this week ranked Palisades Hudson at 106 nationally among registered investment advisors, based on assets under management in 2011. Continued on page 5