Palisade Capital Management

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Who We Are

Palisade has cultivated a culture of excellence, discipline, and focus since its establishment in 1995. The firm is independently owned and managed by its five principals, who collectively average over 34 years in the investment industry. Private ownership allows us to take a long-term investment view and we believe that it supports our commitment to organizational and staff stability. Our independence drives our singular focus toward 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’ interests.

Headquartered in Fort Lee, New Jersey, Palisade has approximately $4.7 billion of assets under management as of June 30, 2014 and counts many of the largest institutional investors in the United States as clients.

Find out how we can bring our knowledge to your portfolio.

Kevin Klarnet, CFA Roseann Heffernan Arely Quintanilla Garo Norian, CFA Sue Donohue Catherine Carpenter Barbara Taback
Elpida Christodoulou Lisa S. Chai Mitchell Leung, CFA Bradley R. Goldman, Esq. Brian Zimmerman Bernard J. Picchi, CFA Farah Cortazzo
Brian Deitelzweig Dawn Brock Allen R. Margolius Jason Shaw Ray Lam, CFA James Boothby Marc Shapiro
Caroline Redmond Daniel MacMillan Wendy Popowich Scott R. Snyder, CIMA® Elliot B. Stiefel, CFA Michael J. Chizmar James M. Marrone Jr.
William L. Potter Kris Tomasovic Nelson, CFA Alice White Donna Szczupak Jason W. Rich Mahendra Misir Mario Sasso
Kyle M. Kavanaugh Sammy Oh Michael Feiler Eva Madha Alison A. Berman, Esq. Michael D. Appleton Gwynyth Moaven
Paul Flather Jonathan Masarof Bill Lee Maria Callicoat
Our Team

Familiarize yourself with all our Professionals.

Focused on results

At Palisade, our investment philosophy across all strategies is to minimize downside risk, while seeking consistent and superior return potential.

who-we-are-panel-2-group

Palisade’s Principals
Standing: Jeffrey D. Serkes, Steven E. Berman
Seated: Martin L. Berman, Dennison T. Veru, Jack Feiler

To do this, we focus on investing in companies where opportunity and value present themselves. To find these opportunities, we conduct intensive, bottom-up, fundamental research designed to identify companies that have—and can sustain—a competitive edge along with a strong management team that we believe can execute each issuer's growth strategy. We know the companies in our universes in excruciating detail—and only invest in those in which we truly believe.

Our Team

Principals

Martin L. Berman
Martin L. Berman
Chairman,
Chief Executive Officer
Jack Feiler
Jack Feiler
President,
Chief Investment Officer, Private Wealth Management
Jeffrey D. Serkes
Jeffrey D. Serkes
Chief Operating Officer
Dennison “Dan” T. Veru
Dennison “Dan” T. Veru
Executive Vice President,
Chief Investment Officer, Institutional
Steven E. Berman
Steven E. Berman
Vice Chairman

Professionals

Michael D. Appleton
Michael D. Appleton
Vice President, Compliance
Alison A. Berman, Esq.
Alison A. Berman, Esq.
Associate General Counsel
James Boothby
James Boothby
Vice President, Institutional Sales
Dawn Brock
Dawn Brock
Senior Vice President, Research
Maria Callicoat
Maria Callicoat
Compliance Assistant
Catherine Carpenter
Catherine Carpenter
Client Relations, Private Wealth Management
Lisa S. Chai
Lisa S. Chai
Senior Vice President, Research
Michael J. Chizmar
Michael J. Chizmar
Vice President, Convertible Securities
Elpida Christodoulou
Elpida Christodoulou
Assistant Vice President, Operations,
Senior Portfolio Administrator
Farah Cortazzo
Farah Cortazzo
Operations Associate
Brian Deitelzweig
Brian Deitelzweig
Managing Director, Trading
Sue Donohue
Sue Donohue
Executive Assistant to the Chairman
Michael Feiler
Michael Feiler
Vice President,
Private Wealth Management
Jack Feiler
Jack Feiler
President,
Chief Investment Officer, Private Wealth Management
Paul Flather
Paul Flather
Portfolio Manager,
Long Short Equity
Frank Galdi
Frank Galdi
Managing Director,
Chief Risk Officer
Bradley R. Goldman, Esq.
Bradley R. Goldman, Esq.
Managing Director,
General Counsel &
Chief Compliance Officer
Roseann Heffernan
Roseann Heffernan
Client Relations, Private Wealth Management
Kyle M. Kavanaugh
Kyle M. Kavanaugh
Associate Portfolio Manager,
Senior Vice President, Research
Judith C. Keilp
Judith C. Keilp
Vice President, Compliance
Kevin Klarnet, CFA
Kevin Klarnet, CFA
Director,
Convertible Securities
Ray Lam, CFA
Ray Lam, CFA
Senior Vice President, Convertible Securities
Bill Lee
Bill Lee
Portfolio Manager, Convertible Securities
Mitchell Leung, CFA
Mitchell Leung, CFA
Senior Vice President, Convertible Securities
Eva Madha
Eva Madha
Marketing Associate
Allen R. Margolius
Allen R. Margolius
Associate Portfolio Manager,
Senior Vice President, Research
James M. Marrone Jr.
James M. Marrone Jr.
Managing Director,
Head of Institutional Sales & Investor Relations
Jonathan Masarof
Jonathan Masarof
Vice President,
Risk Management & Portfolio Analysis
Mahendra Misir
Mahendra Misir
Managing Director, Operations
Gwynyth Moaven
Gwynyth Moaven
Receptionist
Peter Myers
Peter Myers
Managing Director, Alternatives and Finance
Garo Norian, CFA
Garo Norian, CFA
Senior Vice President, Research
Sammy Oh
Sammy Oh
Managing Director,
Senior Portfolio Manager
Bernard J. Picchi, CFA
Bernard J. Picchi, CFA
Managing Director, Private Wealth Management
Wendy Popowich
Wendy Popowich
Managing Director, Private Wealth Management
William L. Potter
William L. Potter
Managing Director,
Senior Portfolio Manager
Arely Quintanilla
Arely Quintanilla
Executive Assistant to Chief Investment Officer
Caroline Redmond
Caroline Redmond
Assistant Vice President, Investor Relations
Jason W. Rich
Jason W. Rich
Senior Vice President,
Private Equity
Ivana Rosenberg
Ivana Rosenberg
Investor Relations & Marketing Associate
Mario Sasso
Mario Sasso
Trader
Jeffrey D. Serkes
Jeffrey D. Serkes
Chief Operating Officer
Marc Shapiro
Marc Shapiro
Senior Portfolio Manager
Shiv Sharma
Shiv Sharma
Private Equity Associate
Jason Shaw
Jason Shaw
Assistant Vice President, Operations
Scott R. Snyder, CIMA®
Scott R. Snyder, CIMA®
Vice President, Business Development
Elliot B. Stiefel, CFA
Elliot B. Stiefel, CFA
Managing Director,
Senior Portfolio Manager
Donna Szczupak
Donna Szczupak
Staff Accountant
Barbara Taback
Barbara Taback
Vice President, Administration
Kris Tomasovic Nelson, CFA
Kris Tomasovic Nelson, CFA
Senior Vice President, Research
Dennison “Dan” T. Veru
Dennison “Dan” T. Veru
Executive Vice President,
Chief Investment Officer, Institutional
Alice White
Alice White
Executive Assistant
Brian Zimmerman
Brian Zimmerman
Associate Portfolio Manager,
Senior Vice President, Research

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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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