General Investing >> Money Manager Interviews >> September 29, 2022
Philip G. Palumbo, CFP, is CEO, Chief Investment Officer and the founder of Palumbo Wealth Management LLC. He was Senior Vice President and Senior Portfolio Manager at UBS before forming Palumbo Wealth Management. He has lectured and taught several thousand families and individuals throughout his career at a major university on subjects such as retirement and investment planning, tax, estate and trust planning, family governance and asset protection. He received a finance degree from Towson University. Profile
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TWST: Could you tell me about the firm?
Mr. Palumbo: Palumbo Wealth Management is a boutique wealth management firm where we serve the wealth