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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
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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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