Alex Palumbo

Alex Palumbo, CFP®, is a Partner and Senior Advisor at Ritholtz Wealth Management in New York, NY, where he specializes in comprehensive financial planning and investment management for individuals and families. In his current role, he leads client relationships, crafts bespoke portfolios, and helps clients achieve long-term financial security by aligning strategies to each client’s goals, risk tolerance, time horizon, tax considerations, and ESG preferences. His expertise spans asset allocation across equities, fixed income, and alternative investments, with a strong focus on tax-efficient planning, retirement solutions, and intergenerational wealth strategies.

Since joining Ritholtz Wealth Management in 2016, Alex has played a significant role in the firm’s exponential growth—from early stages with $250 million AUM to now managing over $5 billion for a diverse clientele as of Q3 2024. He is recognized for advocating transparent, fiduciary-driven financial advice, and has helped strengthen the firm’s reputation for ethical, goals-based advisory services. Alex previously worked for a wealth management firm in Philadelphia, where he gained foundational experience before seeking a more client-centric and transparent advisory environment.

Alex holds the Certified Financial Planner designation and a B.S. in Accounting from Penn State’s Smeal College of Business. He is frequently invited to share insights on millennial wealth management, the evolving role of technology in advisory practices, and generational changes in client engagement and retirement planning. His approach integrates advanced tax, estate, and insurance planning with hands-on education and communication, equipping clients to make informed decisions across all facets of their wealth.