Douglas Augenthaler Cfa®, Cfp®

Douglas Augenthaler Cfa®, Cfp® Email and Phone Number

Chief Portfolio Strategist and Financial Advisor at Palumbo Wealth Management @ Palumbo Wealth Management
great neck, new york, united states
Douglas Augenthaler Cfa®, Cfp®'s Location
Great Neck, New York, United States, United States
Douglas Augenthaler Cfa®, Cfp®'s Contact Details

Douglas Augenthaler Cfa®, Cfp® personal email

Douglas Augenthaler Cfa®, Cfp® phone numbers

About Douglas Augenthaler Cfa®, Cfp®

Office: 516-629-7536/ E-Mail: Doug.Augenthaler@palumbowm.comWhen it comes to your finances, I am certain of one thing. Doing nothing is not a good option. Each individual has their particular expertise and we are best off when we make use of our expertise and find others to assist us in areas where we are not as expert. I don’t self-medicate when I’m sick, and I don’t try to repair my own roof. I call in specialists - people trained and experienced in handling my particular need. My job is to help you assess how you are doing financially, help you set realistic goals, help you stick to a financial plan and structure your assets in a way that protects you. But having enough money to retire is not enough. You need a plan to protect those assets from those inevitable, unexpected events. My job is to be there when things change and adjust the plan when necessary. You won the lottery; you lost your job; your mother-in-law is moving in – I’m ready to adjust to whatever comes along. The difference here is that unlike doctors, I still make house calls, and unlike roofers, I work in both sunshine and rain. I am ready with years of experience and a set of top quality tools to make it all work for you. I am a Chartered Financial Analyst (CFA®) and Certified Financial Planner ™ and I also have an honorary degree from the School of Hard Knocks. It’s a combination that works. If you’d like to have it work for you, let’s talk.Palumbo Wealth Management, LLC ("PWM"), is a registered investment advisor. PWM provides investment advisory and related services for clients nationally. PWM will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at www.palumbowm.com.

Douglas Augenthaler Cfa®, Cfp®'s Current Company Details
Palumbo Wealth Management

Palumbo Wealth Management

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Chief Portfolio Strategist and Financial Advisor at Palumbo Wealth Management
great neck, new york, united states
Website:
palumbowm.com
Employees:
4
Douglas Augenthaler Cfa®, Cfp® Work Experience Details
  • Palumbo Wealth Management
    Chief Portfolio Strategist And Financial Advisor
    Palumbo Wealth Management Apr 2020 - Present
    Great Neck, New York, United States
  • Highbrace Advisors, Llc
    Managing Partner
    Highbrace Advisors, Llc Sep 2012 - Apr 2020
    Glen Head, Ny
    Highbrace Advisors offers professional investment management and financial planning for individuals, families. While other advisors provide a textbook allocation for portfolios, we recognize the unique difficulties investors face today and we offer highly adaptive investment solutions designed to cope with a difficult and rapidly changing investment climate. We achieve this by utilizing the benefits of alternative investment strategies, which are now increasingly available in the form of mutual funds and exchange traded funds. This gives us better control of portfolio risk while maintaining the ability to produce attractive returns.
  • Highbrace Capital, Llc
    Principal
    Highbrace Capital, Llc 2003 - Aug 2014
    Financial Advisor; Co-Portfolio Manager - Fund of Hedge Funds. Lead role for hedge funds analysis and and co-managed portfolio construction.
  • Oppenheimer & Co. / Cibc World Markets
    Managing Director
    Oppenheimer & Co. / Cibc World Markets 1989 - 2002
    Managing Director in Equity Research at Oppenheimer and Co. and CIBC World Markets, which acquired Oppenheimer. Chosen multiple times to the Institutional Investor All-America Research Team for work in the environmental services industry. Known as a gadfly in the industry for criticism of accounting policies and helped to expose several scandals, including Chambers Development and Waste Management.
  • Dean Witter Reynolds
    Sr Vice President
    Dean Witter Reynolds 1987 - 1989
    Senior Equity Research Analyst -Environmental Services Industry
  • Ef Hutton
    Vice President
    Ef Hutton 1980 - 1987
    Started as a junior Equity Research Analyst in the energy sector and was promoted to a senior research position to follow the environmental control sector.

Douglas Augenthaler Cfa®, Cfp® Skills

Equities Hedge Funds Alternative Investments Equity Research Valuation Investments Fixed Income Asset Managment Financial Modeling Portfolio Management Securities Asset Allocation Equity Valuation Retirement Planning Mutual Funds Finance Asset Management

Douglas Augenthaler Cfa®, Cfp® Education Details

Frequently Asked Questions about Douglas Augenthaler Cfa®, Cfp®

What company does Douglas Augenthaler Cfa®, Cfp® work for?

Douglas Augenthaler Cfa®, Cfp® works for Palumbo Wealth Management

What is Douglas Augenthaler Cfa®, Cfp®'s role at the current company?

Douglas Augenthaler Cfa®, Cfp®'s current role is Chief Portfolio Strategist and Financial Advisor at Palumbo Wealth Management.

What is Douglas Augenthaler Cfa®, Cfp®'s email address?

Douglas Augenthaler Cfa®, Cfp®'s email address is da****@****ail.com

What is Douglas Augenthaler Cfa®, Cfp®'s direct phone number?

Douglas Augenthaler Cfa®, Cfp®'s direct phone number is +151694*****

What schools did Douglas Augenthaler Cfa®, Cfp® attend?

Douglas Augenthaler Cfa®, Cfp® attended Boston College, Pace University - Lubin School Of Business.

What skills is Douglas Augenthaler Cfa®, Cfp® known for?

Douglas Augenthaler Cfa®, Cfp® has skills like Equities, Hedge Funds, Alternative Investments, Equity Research, Valuation, Investments, Fixed Income, Asset Managment, Financial Modeling, Portfolio Management, Securities, Asset Allocation.

Who are Douglas Augenthaler Cfa®, Cfp®'s colleagues?

Douglas Augenthaler Cfa®, Cfp®'s colleagues are Philip G. Palumbo, Cfp®, Matthew J. Davie Iv.

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