Event

Empowering the Investor through Financial Planning

September 28, 2022
5:30 PM – 7:00 PM

Virtual

New York Tech alumni and friends are invited to a financial awareness and education session hosted by alumnus Frank Palumbo (B.S. '91) and American Capital Partners on Wednesday, September 28 at 5:30 p.m.

The conversations will address how to plan for retirement and how to properly be invested and diversified. We'll also cover why it’s important, during times of financial hardships, to work with an advisor to protect your downside side risk and demonstrate how we can construct a portfolio that can address your risks, objectives, and goals.

Three questions that clients usually have for us are: Am I all right? Do I have enough? How am I doing?

Participants can expect to come away from this session with an understanding as to why it’s important to have a financial plan no matter one’s age and receive informative and practical answers to the questions above.

Register

Please direct questions to Sabrina Polidoro, director of alumni relations, at spolidor@nyit.edu.

About American Capital Partners: ACP helps create financial security and peace of mind for individuals and their families. The team also manages assets on behalf of charitable organizations, foundations, unions and corporations. ACP constantly puts the needs and solutions of clients first in working under the scope of acting fiduciaries. Investors benefit from our customized approach to managing their wealth because it helps address their current financial needs and achieve their investment objectives. With nearly 60 years of combined experience between us, we specialize in assisting individuals and corporations by analyzing their specific needs to achieve their short- and long-term goals.

About Frank Palumbo (B.S. '91): Frank began his career in financial services in 1991. Previously, he worked for Bank of America and Fleet Bank, as well as Quick and Reilly. Frank graduated from New York Institute of Technology (NYIT) with a major in business administration and a minor in marketing. He passed the Series 7, 24, 63 and 65 exams. He also holds life, accident, health and annuity licenses. Frank is president of the NYIT athletics chapter and a director of the executive committee. He was former president of New York Tech Alumni Association and played NCAA varsity soccer. Frank also serves as a board member of the Brentwood Soccer Club.

About Kevin McPhee: Kevin began his career in financial services in 1992. He passed the Series 6, 7, 63 and 65 exams. He also holds life, accident, health and annuity licenses. Kevin graduated from the University Southern Florida with a double major in marketing and finance. Kevin’s responsibility is to work with high-net worth clients in three different stages of life: investing and accumulation, retirement and legacy planning.

About Robert Bottoni: Robert is the newest member of the team, joining in 2021. He passed the Series 7 and 66 exams and holds life, accident, health and annuity licenses. Robert graduated from Hobart College with a major in economics and a minor in entrepreneurial studies. Robert was a three-sport athlete in hockey, football and baseball and received the Male Scholar Athlete of the Year Award for academic and athletic excellence at Walt Whitman High School. He also played NCAA football while in college.