William Palumbo has held the title Elected Manager at Mountain Pacific Investment Advisers since November 2020, is a control person of the firm and directly owns under 5% of it. William Palumbo holds an MBA in Finance from New York University and a Law degree from Stanford University. William Palumbo studied at the University of Virginia.
Mountain Pacific Investment Advisers, LLC is a Boise, ID firm with $934M under management, 319 clients and 5 advisers in one office, as of its March 2026 filing.
William (Bill) Palumbo is an investment adviser representative and principal of Mountain Pacific Investment Advisers, based in Boise, Idaho. From 1976 to 1979, he was a corporate bond analyst at Moody's Investors Service in New York. Before joining Mountain Pacific in 1983, he was a management consultant with Bain and Company in Menlo Park, California.
- – present · 29 yearsBoise, ID · Adviser representative · Firm CRD 104749
Investment adviser representative registrations
William Palumbo is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from September 1997; the most recent is Texas, in May 2022.
- IdahoSince 5 September 1997
- TexasResidentSince 24 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 October 1992 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- William John Palumbo
- CRD
- 2289668
- Firm
- Mountain Pacific Investment Advisers · CRD 104749
- Role
- Elected Manager
- Office
- 877 MAIN STREET SUITE 704, Boise, ID 83702
- Registration
- Investment adviser registration
- In the industry since
- September 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mountain-pacific.com
Where does William Palumbo work?
William Palumbo has held the title Elected Manager at Mountain Pacific Investment Advisers, LLC since November 2020, and is a control person of the firm.
Is William Palumbo a financial advisor?
Yes. William Palumbo has a current investment-adviser registration in Idaho and Texas, through Mountain Pacific Investment Advisers since September 1997.
How many years of experience does William Palumbo have?
William Palumbo has 29 years in the financial industry, since September 1997, across 1 adviser firm.
What exams has William Palumbo passed?
William Palumbo passed the Series 65 in October 1992.
Where is William Palumbo based?
William Palumbo’s registered office is in Boise, ID.
Is William Palumbo registered with FINRA?
No. William Palumbo has no current broker registration.
How can I verify William Palumbo’s record?
Search CRD 2289668 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Palumbo’s full registration record.