Palisade Capital Management

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Individual Investors

At Palisade, clients receive a personal portfolio manager responsible for selecting, weighting, and managing a portfolio of individual securities designed to meet their distinct needs.

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Private Wealth Management

Customized Asset Management
Our Private Wealth Management business provides customized asset management solutions for high net worth clients. Each of our Private Wealth Portfolio Managers works directly with clients to understand their individual financial needs, expectations and goals and then designs a portfolio to fit those unique circumstances. Each individualized portfolio contains an appropriate mix of stocks, bonds and other securities that is monitored and adjusted in light of market conditions and the client's changing needs. By understanding a client's specific objectives, we work to preserve and enhance wealth in a manner that helps clients feel secure today ... and secure about the future.
Short Duration Convertible Bond
Seeks to generate absolute asymmetric returns by investing in short-term domestic convertible bonds.
Focused All Cap Growth Equity
Invests in a diversified, yet focused portfolio of well-managed companies in all capitalization ranges.
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Alternative Strategies

Hedged Convertibles
Seeks to generate positive, non-correlated returns with low volatility in all market conditions.
Private Equity
Invests in small- to middle-market private and out-of-favor small public companies with the potential for significant growth.

Check Palisade Capital Management’s background on FINRA’s Brokercheck

Connect with a Palisade professional regarding our Individual Investment strategies

Private Wealth Management Professionals

Catherine Carpenter
Catherine Carpenter
Assistant Vice President, Client Relations
Michael Feiler
Michael Feiler
Managing Director, Private Wealth Management
Jack Feiler
Jack Feiler
President,
Chief Investment Officer, Private Wealth Management
Roseann Heffernan
Roseann Heffernan
Assistant Vice President, Client Relations
Bernard J. Picchi, CFA
Bernard J. Picchi, CFA
Managing Director, Private Wealth Management
Wendy Popowich
Wendy Popowich
Managing Director, Private Wealth Management
Dennison “Dan” T. Veru
Dennison “Dan” T. Veru
Executive Vice President,
Chief Investment Officer, Institutional

Alternative Strategy Investment Professionals

Michael J. Chizmar
Michael J. Chizmar
Vice President, Convertible Securities
Max Goddard
Max Goddard
Analyst, Convertible Securities
Ray Lam, CFA
Ray Lam, CFA
Senior Vice President &
Associate Portfolio Manager
Short Duration Convertible Bonds
Bill Lee
Bill Lee
Managing Director,
Senior Portfolio Manager
Mitchell Leung, CFA
Mitchell Leung, CFA
Senior Vice President &
Associate Portfolio Manager
Long Convertible Securities
James J. McNeil
James J. McNeil
Senior Vice President, Convertible Securities
Jeffrey D. Serkes
Jeffrey D. Serkes
Chief Operating Officer
Dennison “Dan” T. Veru
Dennison “Dan” T. Veru
Executive Vice President,
Chief Investment Officer, Institutional

Connect with Us

One Bridge Plaza, Suite 695, Fort Lee, New Jersey 07024 | (201) 585-7733 | Get Directions | Contact Us

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