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

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Posted in Private Equity News
Brickell Biotech, Inc. (“Brickell”), a clinical-stage pharmaceutical company focused on the development of differentiated, innovative therapeutics to satisfy current unmet medical needs in the global dermatology markets, today announced a $10 million Series C financing round (the “Offering”). Brickell’s pipeline includes new molecular entities in dermatology for hyperhidrosis, atopic dermatitis, and acne.
Monday, January 12, 2015
Q4 2014 Investor Commentary
Posted in Market Commentaries
As we write this letter, the stock market is experiencing one of its periodic swoons. Since the last day of 2014, the S&P 500® has dropped five of the last seven trading days. Market commentators are pinning much of the blame on the falling price of oil, which now hovers at $45 per barrel (West Texas intermediate grade oil quoted on the New York Mercantile Exchange). Oil has dropped 20 of the last 30 trading days since OPEC’s pivotal Vienna meeting on Thanksgiving Day (November 27). Suddenly analysts are saying, in a twist of Mae West’s famous aphorism, “Too much of a good thing may not be so wonderful after all.”
Read More
Wednesday, November 19, 2014
PPPII Portfolio Company QualityHealth Acquired by Sharecare
Posted in Private Equity News
Sharecare, a comprehensive health and wellness engagement platform, today announced the acquisition of QualityHealth, a platform for identifying patients at large scale, and activating them to take relevant health-specific actions. As one of the industry’s largest permission-based databases, QualityHealth has more than 50 million registered members and touches 100 million health consumers each month across 175 different health, wellness and therapeutic categories. PPPII will continue to own Sharecare equity post-closing.

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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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