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James Fredrick Palumbo

Senior Vice President-Wealth Management

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James helps clients create and manage wealth. He has held regulatory, senior management and investment positions at the NASD/NASDAQ, Sallie Mae, Connie Lee, New York Life and Ryan Labs. A Financial Advisor since 1995, he has directed the cr...... Show More

Finance

Financial Advisor

Contact Info
(703) 734-8496
Mclean, VA
https://advisors.ubs.com/james.palumbo
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About
James helps clients create and manage wealth. He has held regulatory, senior management and investment positions at the NASD/NASDAQ, Sallie Mae, Connie Lee, New York Life and Ryan Labs. A Financial Advisor since 1995, he has directed the creation of institutional investments, a fixed income fund and he managed real estate development and financing projects from 2001 through 2009. James is a member of the CFA Institute and the CFA Society of Washington DC. He holds an MBA in Finance from Washington University in St. Louis (Olin) and a BA in Economics from Lake Forest College. James is a volunteer for educational, health and community organizations.
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Positions
  • Senior Vice President-Wealth Management
FAQs
Here are some Frequently Asked Questions about James Fredrick Palumbo
What organization is James Fredrick Palumbo associated with?
James Fredrick Palumbo is associated with UBS.
What is James Fredrick Palumbo’s work email address?
James Fredrick Palumbo’s professional email address is j***********o@u**.com. You can also email James Fredrick Palumbo by clicking on the contact James Fredrick Palumbo.
Where is James Fredrick Palumbo based out of?
James Fredrick Palumbo’s primary location is Mclean, VA.
What is James Fredrick Palumbo's phone number?
James Fredrick Palumbo's phone number is (703) 734-8496
What is James Fredrick Palumbo's title??
James Fredrick Palumbo is a Senior Vice President-Wealth Management.