Palisade Capital Management

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Individual Investors

Private Wealth Management

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Customized Asset Management

Objective

Palisade is an independent investment advisor that thinks, invests, and treats clients in a manner that is fundamentally different from the approaches of most other wealth managers. We craft highly individualized strategies to help our clients safeguard and build their wealth for their current lifestyle, as well as for future generations. 

Palisade has cultivated a culture of excellence, discipline, and focus since it was established in 1995.  The firm is independently owned and managed by its five principals, who each average over 30 years in the investment industry. Private ownership allows us to take a long-term investment view and support our commitment to organizational and staff stability. Our independence allows us to singularly focus on what we do best — deliver highly specialized investment advice and personalized service.  Our principals lead by example and remain focused on maintaining a collaborative environment and a team whose interests are aligned with our clients’ success.

Philosophy

Palisade serves both individual and institutional clients – our expertise extends from constructing individual accounts to managing hedge funds and private equity funds, as well as sub-advising mutual funds. However, Private Wealth Management has always been the cornerstone of Palisade’s business and we have been helping individual clients preserve and enhance their wealth since our founding.



Want to Learn More?
Investment Team
Dennison “Dan” T. Veru
Dennison “Dan” T. Veru
Executive Vice President,
Chief Investment Officer, Institutional
Jack Feiler
Jack Feiler
President,
Chief Investment Officer, Private Wealth Management
Wendy Popowich
Wendy Popowich
Managing Director, Private Wealth Management
Bernard J. Picchi, CFA
Bernard J. Picchi, CFA
Managing Director, Private Wealth Management
Michael Feiler
Michael Feiler
Vice President,
Private Wealth Management

Latest Related News & Insight

Tuesday, June 24, 2014
Ivana Rosenberg joins Palisade Capital as Associate, Investor Relations and Marketing
Posted in Announcements
Ivana Rosenberg joined Palisade Capital on June 24, 2014 as Investor Relations and Marketing Associate. In this role, Ms. Rosenberg will focus on client support and investor relations for Palisade's institutional clients. Ms. Rosenberg will report to Jim Marrone, Managing Director, Head of Institutional Sales and Investor Relations.
Read More
Tuesday, May 20, 2014
Palisade Capital Management CIO - Institutional Dennison T. Veru Appears on Fox Business “Opening Bell with Maria Bartiromo”
Posted in Media Appearances
On May 20, 2014, Palisade Capital's Chief Investment Officer - Institutional Dennison T. Veru appeared on Fox Business with Maria Bartiromo”.
Read More
Monday, April 21, 2014
Frank Galdi joins Palisade Capital as Managing Director, Chief Risk Officer
Posted in Announcements
Frank Galdi joined Palisade Capital on April 21, 2014 as Managing Director, Chief Risk Officer. In this newly created role, Mr. Galdi will have overall responsibility for Palisade’s risk management function, including the identification and assessment of risks at the portfolio level and at a business level. Mr. Galdi will also be responsible for the management and oversight of Palisade’s performance measurement, reporting and analytics function, and the management of due diligence efforts relating to future product development and potential strategic acquisitions. Mr. Galdi will have dual reporting responsibilities to Jeffrey Serkes, Chief Operating Officer, and Dennison Veru, Executive Vice President and Chief Investment Officer.
Read More

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One Bridge Plaza, Suite 695, Fort Lee, New Jersey 07024 | (201) 585-7733 | (800) 330-9966 | Get Directions | Contact Us

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