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Heather  Palumbo, CFS

Heather Palumbo, CFS


Prior to entering the financial industry in the year 2000, Heather began honing her analytical skills as a Credit Analyst for a major bank. She leads the research department, creating stock and mutual fund hotlists, sector forecasting and preparing Morningstar analysis and reports for Advisors. She offers insight and analytics to existing portfolios as well as guidance regarding incorporating securities in portfolios. Heather is a lover of all things active and outdoors and loves to road bike, mountain bike, ski, hike and backpack with her family. She LOVES to dance, but often hears she is not very good. She claims it is SELF-EXPRESSION: there is no good or bad. Heather loves to bake and enjoys spending time with her pets: a schnoodle named Nero and lousy cat, Kitty-Cat.