Hudson Value Partners, LLC

Marianne Witte is a financial advisor at Hudson Value Partners, LLC with 35 years of industry experience. She holds Series 63, 65, and 66 designations and previously worked at Oppenheimer & Co. Inc. for 10 years before joining Hudson Value Partners in 2020. Hudson Value Partners is a registered investment adviser managing approximately $530.7 million in client assets, serving individuals, business entities, trusts, estates, and charitable organizations, including high-net-worth clients. The firm offers investment management, retirement plan consulting, financial planning, and operates a wrap fee program, employing a diverse range of strategies and investment vehicles tailored to client needs.

Marino Patrk is a financial advisor at Hudson Value Partners, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer & Co. Inc. for seven years and Connecticut College for four years. Hudson Value Partners is a registered investment adviser managing approximately $530.7 million in client assets. The firm serves individuals, trusts, estates, business entities, and charitable organizations, including high-net-worth clients, offering investment management, retirement plan consulting, and financial planning services.

Paul Davis is a financial advisor at Hudson Value Partners, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Oppenheimer & Co Inc and Private Client Services. Davis is also an independent insurance agent in addition to his advisory role. Hudson Value Partners, LLC manages approximately $530.7 million in client assets and serves individuals, business entities, trusts, estates, and charitable organizations, including high-net-worth clients. The firm offers investment management, retirement plan consulting, standalone financial planning, and operates a wrap fee program, employing a range of investment strategies across equities, fixed income, mutual funds, ETFs, and alternative instruments.

Christopher Davis is a financial advisor at Hudson Value Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Private Client Services and Oppenheimer. Outside of his advisory role, he serves on the advisory board of WHITEROCK AI, a startup focused on applying artificial intelligence to improve bad debt recovery. Hudson Value Partners, LLC manages approximately $530.7 million in client assets and serves individuals, business entities, trusts, estates, and charitable organizations, including high-net-worth clients. The firm offers investment management, retirement plan consulting, and financial planning services, employing a range of strategies across equities, fixed income, mutual funds, ETFs, and alternative investments while providing discretionary and non-discretionary advisory solutions.