Our Team

Kathy Palumbo, Executive Director, joined Oppenheimer & Co. Inc. (“Oppenheimer”) in 1995 after five years at Stifel Nicholas. Today, she is the thought leader of an established, well-respected practice, assisting high net worth individuals, families, conservators and members of the legal community. She is a seasoned investment Advisor who differentiates herself from other Advisors in the industry by providing customized investment and estate planning strategies for high net worth individuals, families, conservators and members of the legal community in Missouri.

She attributes her success with her clients today to the skills she acquired over 20 years of experience as a registered nurse – listening compassionately to patients, developing a plan, and executing it to improve their condition.

Kathy graduated from St. Louis University with a Bachelor of Science in Nursing. Outside the office, Kathy likes to stay active in athletic, charitable, and professional organizations. She’s a lifetime supporter of the St. Louis Cardinals and St. Louis University Billiken Basketball teams. Kathy served as Board President of Catholic Services for Children & Youth, a Catholic Charities agency.

Peter Palumbo, Director – Investments of Oppenheimer & Co. Inc. since 2007. He is a member of the National Guardianship Association (NGA). Together, Kathy Palumbo and Peter formed The Palumbo Group. Peter provides customized fi nancial strategies to clients striving to optimize professional wealth management and estate planning for wealth transfer between generations.

Peter’s desire to provide customized investment strategies to the legal community was established early in his life by emulating the dedication of his father, attorney Peter “Pete” J. Palumbo Jr. and his great uncle Honorable Pascal “Pat” Palumbo.

Peter graduated from Saint Louis University High and Marquette University with a double major in marketing and organizational management.

In his spare time, Peter is active in his community, holding positions on numerous Boards such as; White House Retreat Board, Our Lady of Lourdes Endowment and Finance Committees, SLUH Alumni Board, Loyola Academy Development Committee and the Marquette University Club of St. Louis Scholarship.

Jack joined The Palumbo Group in September of 2021. Before joining Oppenheimer & Co. Inc., Jack was a Financial Advisor at Merrill Lynch. Jack believes that the most valued part about his job is having the opportunity to work with people to improve their family’s financial lives. His primary focus is cultivating life-long relationships with his clients. He earns their trust by providing a tailored approach to financial success which identifies their financial goals, tells them where they are today, and maps out how to get to where they want to be in the future.

The most important part of Jack’s process is listening to what his client’s needs, wants and dreams are. Only then can he customize a comprehensive fi nancial plan accordingly to ensure those goals are achieved through creative planning, diversified asset management, tax efficiency and estate planning. Jack also works with businesses to develop and manage their company retirement plans for employees.

The most important part of Jack’s process is listening to what his client’s needs, wants and dreams are. Only then can he customize a comprehensive financial plan accordingly to ensure those goals are achieved through creative planning, diversified asset management, tax efficiency and estate planning. Jack also works with businesses to develop and manage their company retirement plans for employees.

Jack resides in St. Louis, MO where he was born and raised. Family and friends consume most of his time outside of the office. When he does have free time he fi nds himself at his family farm outside of St. Louis where he works with his horses which are his passion outside of work.

Katherine is a Client Service Associate and joined Oppenheimer & Co. Inc. in January of 2022. She began her career in the financial services industry in 1994 when she moved to Dallas to work for a boutique investment firm that handled high risk investments. Katherine has worked in various customer facing roles for over 30 years focusing in an exceptional client experience with a friendly demeanor, mindful productivity, and meticulous attention for detail.

Katherine graduated from Indiana University with a B.A. in Geography and an Area Certificate in Environmental Studies.

Katherine's free time is spent with friends, family, and constantly improving her knowledge of all things trivia. Her interests include golf, snow skiing, and watching college basketball. She is a lover of reading, music, and most importantly, all animals!