Stamford Wealth Manager Palisades Hudson Adds Associates Jeremy Dym and Max Klein

10/15/17

Jeremy Dym and Max Klein

Palisades Hudson Financial Group, a wealth management and financial planning firm, recently added two client service associates, Jeremy Dym and Max Klein.

Dym was an associate at PricewaterhouseCoopers. He holds bachelor’s and master’s degrees in accounting from Binghamton University.

Dym is a native of Woodcliff Lake, New Jersey, where he also currently resides.

Klein graduated cum laude 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.

A native of Brookfield, Connecticut, Klein lives in Stamford.

The firm relocated its Northeast office to Stamford in January.

Palisades Hudson Financial Group is a fee-only financial planning firm and investment manager based Fort Lauderdale, Florida, with more than $1.3 billion under management. It offers financial planning, wealth management, and tax services. ItsEntertainment and Sports Team serves entertainers and professional athletes.

More information is online at www.palisadeshudson.com. Follow the firm on Twitter, LinkedIn, Facebook and Instagram.

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