Tyler Palumbo is an Investment Consultant and CERTIFIED FINANCIAL PLANNER™ professional at 1879 Advisors. Practicing as a CFP®, Mr. Palumbo is held to a fiduciary standard of care when providing comprehensive financial services.
Mr. Palumbo joined 1879 Advisors in 2010 because of its regional credibility, investment management process, and tradition of top tier client service. He believes that introducing committed investors to the advantages of professional financial advice is the cornerstone of building a successful client relationship in today’s dynamic economic environment. Working closely with the members of the 1879 Advisors Investment Committee, Mr. Palumbo is able to identify clients’ investment goals and objectives while articulating customized portfolio solutions that focus on risk management and tax-efficiency.
Prior to his current role, Mr. Palumbo started his financial services career in 2007 at quantitative trading and technology firm Susquehanna International Group. Mr. Palumbo holds a Bachelors of Science in Business Administration with a minor in Economics from Bucknell University. In addition to his participation in campus clubs and various community service projects, Mr. Palumbo was a member of Kappa Delta Rho fraternity, I-AA football program, and 4 year member of the Bison Track & Field team. He is also an alumnus of Don Bosco Prep High School.
Mr. Palumbo holds the Certified Financial Planner™ certification. Consulting with a CFP® professional is an important first step toward reaching your retirement goals. Not only has Mr. Palumbo met rigorous education and experience requirements, but he is also held to the highest ethical and professional standards in the industry.
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