
Philip Palumbo
Founder, CEO and Chief Investment Officer
Palumbo Wealth Management
United States, New York, New York
About Me
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. His market insights have been quoted in such leading publications as The Wall Street Journal and Barron’s. He has authored, Make Work Optional, a book dedicated to assisting individuals and families on how to properly plan and invest their money. He served as Senior Vice President and Senior Portfolio Manager at UBS before forming Palumbo Wealth Management, a full-service boutique wealth management firm.Over the past 20 years, Philip has held senior roles with several major financial institutions and he has succ
Profile Information
Founder, CEO and Chief Investment Officer
Palumbo Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
New York
New York
United States
May 15, 2024
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