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

Monday, October 13, 2014
Q3 2014 Investor Commentary
Posted in Market Commentaries
“Why are the financial markets so jittery?” Palisade Capital Management presents its analysis of recent stock market volatility and the economic factors which influence markets on a global level. Palisade poses the question: “When have there ever not been things to worry about?”
Read More
Monday, September 15, 2014
Peter Myers joins Palisade Capital as Managing Director, Alternatives and Finance
Posted in Announcements
Peter Myers joined Palisade Capital on September 15, 2014 as Managing Director, Alternatives and Finance. Mr. Myers will be responsible for the oversight of financial matters for Palisade, including accounting, tax, audit, and reporting for both the management company and the firm’s alternative strategies. Mr. Myers will report to Jeffrey D. Serkes, Chief Operating Officer.
Read More
Friday, July 11, 2014
Q2 2014 Investor Commentary
Posted in Market Commentaries
“We prefer equities to bonds at the present time.” In July 2014, Palisade Capital Management released its second quarter 2014 investment commentary, presenting our analysis of the current state of equity and bond markets.
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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