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, July 21, 2015
Kenneth Tananbaum joins Palisade Capital as Senior Vice President, Convertible Securities
Posted in Announcements
Kenneth Tananbaum joined Palisade Capital in July 2015 as Senior Vice President, Convertible Securities. In this role, Mr. Tananbaum has responsibility for researching and monitoring recommended positions within the convertible arbitrage strategy, recommending option strategies to enhance returns and reduce risk, developing new strategies, and assisting in marketing all convertible investment products.
Read More
Tuesday, July 21, 2015
James White joins Palisade Capital as Senior Vice President, Convertible Securities
Posted in Announcements
James White joined Palisade Capital in July 2015 as Senior Vice President, Convertible Securities. In this role, Mr. White has responsibility for researching and monitoring recommended positions within the convertible arbitrage strategy, recommending option strategies to enhance returns and reduce risk, developing new strategies, and assisting in marketing all convertible investment products.
Read More
Tuesday, July 14, 2015
Q2 2015 Investor Commentary
Posted in Market Commentaries
The June quarter saw little movement in most equity indices. Though still low by historical standards, interest rates on U.S. government bonds moved up sharply in the quarter, as good news on employment data bolstered the case for the Federal Reserve to raise rates later this year. Oil also reversed its early-year steep decline, though significant downward pressure on oil prices has resumed again recently.
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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