ParaPlanner / Portfolio & Investment Research Coordinator
Heather Palumbo is the ParaPlanner and Portfolio & Investment Research Coordinator for Western Wealth Advisors.
Heather provides Advisors with portfolio research and analysis. Heather began working in the business in 2000. She offers insight and analytics to existing portfolios as well as provides guidance for incorporating suggested securities in the advisor’s recommended models/portfolios.
She received her BBA in Finance from Kent State University and has continued her education by completing courses in Financial Planning with the College of Financial Planning in Denver. Additionally, she has earned the CFS® (Certified Fund Specialist®) designation through the Institute of Business and Finance. Heather spent several years as a Commercial Credit analyst in the equipment-leasing arm of a major bank before joining a high net-worth wealth management firm in Boulder in 2000. Heather joined Colorado Financial Partners in 2006 where she has developed expertise in portfolio research and analysis.
Most recently, Heather took the lead operational role in developing and implementing Western Wealth Advisor’s internally-sponsored portfolio management program: Western Select. She currently is responsible for overseeing the day-to-day operations of that advisory platform. She has supported our advisors in growing that still-young program to its current value of $4.9M in advisory assets held with LPL Financial, as of September 30th, 2016.
Heather resides in Arvada with her husband, Eugene, and their son, Tucker. In her spare time, she enjoys spending time with her family backpacking, hiking, camping, skiing and bicycling.