SCARSDALE, N.Y. -- Palisades Hudson Financial Group, a wealth-management firm in Scarsdale, promoted Laurie Samay to client service manager and portfolio manager.
She is a native of Hastings-on-Hudson and was a valedictorian of Hastings High School.
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, CFP is the industry’s top designation for financial planners. It requires passing the comprehensive CFP examination and agreeing to adhere to the CFP Board's ethical standards.
In her position, Samay provides comprehensive financial planning, asset management and tax preparation services.
Samay earned her bachelor's degree in business administration at Washington University in St. Louis and lives in Manhattan. 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.”
Palisades Hudson ( www.palisadeshudson.com ) is a fee-only financial planning firm and investment manager based in Scarsdale, with $1.2 billion under management.
Branch offices are in Atlanta, Fort Lauderdale, Fla., and Portland, Ore.
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