Philip G. Palumbo, CFP®
Philip G. Palumbo is Founder, CEO and Chief Investment Officer of Palumbo Wealth Management. He is a contributor on CNBC, Bloomberg, Reuters, TD Ameritrade Network and Cheddar News, with market insights quoted in The Wall Street Journal and Barron's. He authored Make Work Optional, a book dedicated to helping individuals and families properly plan and invest their money.
Before founding Palumbo Wealth Management, Philip served as Senior Vice President and Senior Portfolio Manager at UBS. Over the past 20 years, he has held senior roles with several major financial institutions, successfully guiding families and individuals through some of the most challenging market environments in recent history.
Philip registered Palumbo Wealth Management as a Registered Investment Adviser to create an environment focused solely on what is best for clients. The firm serves as a legal fiduciary on every piece of advice, with unlimited access to best-in-breed products, services and research.
As Chief Investment Officer, Philip has spent countless hours researching economic environments and investment performance over 50 years, forming the foundation of his investment models.
Philip holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and received his B.A. in finance from Towson University, where he played Division I lacrosse. He resides in Manhasset, New York, with his wife, Melissa, and their three sons.
Phone: (516-457-4243) | Email: philip.palumbo@palumbowm.com | Website: www.palumbowm.com
