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Peter Palumbo

Executive Director - Investments

Oppenheimer & Co. Inc.


Peter Palumbo, AIF®, Senior Director – Investments at Oppenheimer & Co. Inc., is a founding member of The Palumbo Group. Since 2007, he has advised high-net-worth clients on estate planning, multigenerational wealth transfer, and fiduciary oversight, delivering tailored strategies with a client-first focus on clarity, stewardship, and trust.

Product Type
Onsite Program

2025 Annual Estate, Trust, & Elder Law Institute


Total Credits: 12.8 MCLE, 3.4 Ethics, 1.2 Elimination of Bias

Practice Area:
Elder |  Trusts, Estate Planning & Probate |  Elimination of Bias |  Ethics
Speakers:
Michele 'Mike' Bartolacci |  Andrew Blackwell |  Jack Cantalin |  Adrienne Davis |  Comm. Amy DeGraeve |  Kelley Farrell |  Mary 'Brigid' Fernandez |  Prof. Roberta 'Bobbi" Flowers |  ....
Duration:
32 Hours
Price:
$230.00 - Law Student/Paralegal/Legal Aid/Public Defender/Prosecutor/MO Protection & Advocacy Serv.
Date:

Thu, Nov 06, 2025 - 8:30 AM to Fri, Nov 07, 2025 - 4:30 PM CST


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