OUR EXPERIENCE

With more than 100 years of combined experience, we have earned the industry’s most respected credentials from the Chartered Financial Analyst Institute, Certified Financial Planning Board and Masters of Business Administration from private Ivy League Universities.

Philip G. Palumbo, CFP®

Founder, CEO and Chief Investment Officer

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Our Team

Killana Williams

Chief Operating Officer and Chief Compliance Office
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Peter Dizdar

Senior Private Wealth Advisor
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Doug Augenthaler, CFA®

Chief Portfolio Strategist
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William L. Gordon

Senior Advisor
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Stephen J. Engel

Senior Private Wealth Advisor
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Matthew J. Davie

Matthew J. Davie IV

Private Wealth Executive
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