Welcome to Hudson Advisor Services
Bill is the founder and principal of Hudson Advisor Services, Inc. Bill was formerly the Executive Vice President of the Investment Services Division of Marine Midland Bank (HSBC Bank, USA), with responsibility for estate, trust and investment management services. He was previously the Division Executive of the bank's Municipal Securities and Corporate Banking Division.
In the community, Bill is a Trustee of the Buffalo Chapter of the American Red Cross, a Trustee of the Buffalo State College Foundation, a member of the Nichols School's Endowment Committee, a Director of International Dispensing Corporation, a Director of Curtis Screw Corporation, and a Director of Dunn Tire Corporation. In addition, Bill is on the board of the Humane Society of Vero Beach & Indian River County and serves on the Endowment committee. He holds a BA degree in banking and finance from the University of Florida, and is a graduate of both the Investment Banking Institute and the National School of Bank Investments. He was a captain and helicopter pilot in the U.S. Army Medical Service Corps during the Vietnam War. Bill and his wife Frances reside in Vero Beach, FL.Contact
David joined Hudson Advisors in 2003 after working for Goldman Sachs, where he was Managing Director and Chief Investment Officer for the Goldman Sachs Trust Company. Prior to Goldman Sachs, he was a Managing Director in the Investment Management Division of J.P. Morgan and helped individuals and families with their investments as well as their trust and financial planning. During a career spanning 30 years in financial services, Mr. Burrows has lived and worked in France, Belgium, Singapore and Malaysia and has had responsibilities spanning banking, securities and project finance. He graduated from Columbia University in New York and has been a Co-Chairman of the American Banking Association Trust and Private Banking Committee.
He is a trustee of the Winston Churchill Foundation and a director of the National Foundation for Teaching Entrepreneurship (NFTE). He and his wife Nanette have two daughters and live in Greenwich, Connecticut.Contact
Jeremy joined Hudson Advisor Services, Inc. in 1999 after earning a BS degree in finance from the State University of New York at Buffalo. He is responsible for day to day client service and portfolio administration. Jeremy oversees the financial operations of the firm. He also is responsible for operational efficiency of the firm through coordinating project management, company compliance, advertising, and client relations.
As portfolio manager, Jeremy works with the investment committee to make asset allocation suggestions as well stock selection suggestions. Jeremy also heads up the review and due diligence of Alternative and L.P. investments. He also works with clients to provide general counseling on financial matters.
Jeremy is a Board Member of the Financial Planning Counselors of Western New York, Past President of the Mid-Day Club of Buffalo, and serves on numerous local non-profit boards.
Prior to joining Hudson, Elizabeth (Liz) had a 20 year career in financial services at J.P. Morgan. While there, she worked in J.P. Morgan’s Private Bank, and was part of the team that started up J.P. Morgan’s equity business. Earlier in her career at J.P. Morgan, Liz built the programs for tracking credit exposure in the global swaps market and participated in managing credit exposure for J.P. Morgan.
Liz has a BS and Master of Engineering from Cornell University -- as well as an MBA from Cornell’s Johnson School of Management where she was a Lester B. Knight scholar. She is a CFA charter holder and a member of the CFA Institute. She also has completed course work in estate planning, taxation and retirement planning.Contact
Bill earned an M.B.A. from the University of Miami with a specialization in Finance and Telecommunications in 2000 and a B.A. from Denison University with a Major in Political Science and a Minor in Economics in 1996. Also, Bill has a certificate in Financial Planning from Boston University and has a CFP® certification. Bill is a member of the FPA (Financial Planning Association) National Capital Chapter. Prior to Graduate School, Bill worked for Franklin Templeton, a mutual fund company based in the Bay Area. Bill resides with his wife and two children in the Washington DC Area.
Evan is responsible for equity research, mainly assisting in monthly and quarterly reviews, structuring screens for stock, and mutual fund selection. Evan currently resides in Buffalo, where he was born and raised. In the community, Evan is on the board of the Mid-Day Club.