Eric Meermann

Eric Meermann is a Senior Vice President and Portfolio Manager at Palisades Hudson Asset Management, L.P., based in Stamford, Connecticut. He leads the firm’s business valuation practice and supervises the client service staff in the Northeast office, while also shaping professional staff development firmwide. Eric’s investment responsibilities are complemented by his specialized oversight of the Entertainment and Sports Team, which serves clients in the entertainment, media, professional athletics, and sports management sectors, offering comprehensive financial services tailored to their complex needs. He remains active on the firm’s investment committee, contributing to broad asset allocation strategy and sector analysis.

Since joining Palisades Hudson in 2000, Eric advanced from associate to vice president, becoming a senior executive in 2017. He has developed expertise in investment management, retirement planning, tax compliance, and estate planning, and is particularly recognized for leading the firm's national business-valuation practice. Eric has been quoted as an expert in prominent media outlets such as The New York Times, Forbes, and Kiplinger’s Retirement Report, and is a frequent contributor to firm publications on topics ranging from estate strategy to tax policy.

Eric holds a Bachelor of Science in Finance and International Business from New York University’s Stern School of Business. He is credentialed as a CERTIFIED FINANCIAL PLANNER™ professional, Certified Valuation Analyst (CVA), and IRS Enrolled Agent, underscoring his technical proficiency in investment, valuation, and tax advisory for high-net-worth individuals and niche sectors. His leadership and contributions have been integral to the firm's service expansion into entertainment, sports, and business valuation advisory.