Hudson Financial Services, Inc.

Our Partnership with RBC Rochdale

The partnership between our team and RBC Rochdale offers a blend of personalized financial advice and investment management. RBC Rochdale boasts an investment team that includes investment advisors and portfolio managers, with more than 75% of them holding the Chartered Financial Analyst (CFA) designation. The collaboration enables clients to benefit from comprehensive financial solutions, tailored to their specific needs.

Your Hudson Financial Services, Inc. Team

Kathryn Palao, CFP

President/CEO

Joseph Passaniti, CPA

Vice President

Portfolio Management Team

Elizabeth Dooley, CFA, CAIA, CPWA®

Managing Director, Senior Portfolio Manager

Scott Wachs, CFA

Portfolio Manager

Jonathan Herzog, CFA

Associate Portfolio Manager

Matt Voss

Associate Portfolio Manager

Robin Hicka

Sr. Administrative Specialist

All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met, and investors may lose money. Diversification may not protect against market risk or loss. Past performance is no guarantee of future results. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank. Registration as an investment adviser does not imply any level of skill or expertise. City National Bank is a subsidiary of the Royal Bank of Canada. RBC Rochdale, LLC is not affiliated the independent financial advisor(s) named on this page. © 2026 RBC Rochdale, LLC. All rights reserved.

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