Upon graduation from the Smeal College of Business at Penn State University, Alex Palumbo immediately joined a wealth management firm in Philadelphia looking to assist individuals and families navigate the complex world of financial services through honest advice and fiduciary responsibilities. However, he was quickly introduced to a world filled with immense inefficiencies and gaps between clients’ best interest and their brokers’ recommendations (commissions). This fueled Alex to find transparency in the industry and search for others that shared a similar mindset, which is how he came to follow Josh Brown.
Alex joined Ritholtz Wealth Management to be a part of the revolution of new age financial planning and truly put clients’ best interests first, so they may reach their financial goals and achieve financial independence. When Alex is outside of the office, he can be found in his hometown of Marlboro, NJ spending time with friends and family.