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Stephen Engel

Senior Private Wealth Advisor

New York, New York

Overview 

Stephen Engel is a Senior Private Wealth Advisor at Palumbo Wealth Management in New York, New York. With a background in finance and extensive experience at firms like TIAA and AXA Advisors, he brings expertise in wealth management and financial planning to his role, where he advises high-net-worth individuals on their investment strategies and financial goals. Stephen has a Bachelor's degree from Hofstra University and serves as a Board Member at Mid-Island Y JCC, showcasing his commitment to community involvement and leadership. His career highlights include roles at reputable financial institutions like TIAA and AXA Advisors, demonstrating his proficiency in wealth management and financial advising.

Work Experience 

PW

Palumbo Wealth Management

  • Senior Private Wealth Advisor

    2020 - Current

Palumbo Wealth Management is a financial firm that offers tax returns, retirement planning, wealth management, and advice services.

palumbowm.com
MY

Mid-Island Y JCC

  • Board Member

    2021

Mid-Island Y JCC provides vital services and fosters Jewish identity, personal growth, family strength, and community.

miyjcc.org
VH

Visible Hands

  • Limited Partner

    2021

    Visible Hands is an investment firm with a 14-week full-time fellowship program that supports underrepresented talent in building technology startups by providing company building services and investments of up to $200k. ‍ With the vision of narrowing the VC funding gap, we aim to help create hundreds of companies led by underrepresented founders.

Visible Hands is a Venture Capital firm and Accelerator that provides meaningful funding and support to early stage companies.

visiblehands.vc
T

TIAA

  • Wealth Management Advisor

    2017 - 2020

GG

Gaber Group

  • Financial Associate

    2015 - 2016

    I provide financial services for Wall Street professionals, utilizing experience combined with integrity and trust to help families protect what they have worked so hard to attain. My comprehensive knowledge of complex estate planning and taxation allows me to deliver unique solutions with the highest level of professional and personalized service. My goal is to make sure that the client’s needs come first and ensure they are maximizing growth opportunities and minimizing tax losses.

AA

AXA Advisors

  • Financial Advisor

    2011 - 2015

Education 

Articles About Stephen

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