Who We Are

Martin L. Berman was the driving force behind Palisade and started the firm in 1995 with the vision of serving institutional and individual clients with a disciplined investment management approach combined with personalized, high-touch service.

With Marty's passing in 2018, Palisade lost an inspired leader and a great friend. Marty cultivated a collegial environment where both clients and employees are part of the Palisade family, and he worked tirelessly to provide firm clients with unparalleled service. Marty was also dedicated to ensuring Palisade would sustain and prosper in the future, and his legacy continues today under the leadership of Palisade's Managing Partner, President and Chief Executive Officer Alison Berman.

With deep sadness, we share the news of the tragic passing of our Partner and dear friend, Frank O. Galdi.

Our thoughts and prayers are with Frank's family—especially his wife, Angie, and his daughters, Olivia and Christina—as well as Frank's extended family, many of whom we have come to know over the years. Frank was not only a respected leader at Palisade, but also a trusted colleague and dear friend whose impact on our firm and culture will be felt for years to come.

Frank was a valued member of Palisade's team for more than a decade. Although he had recently been on personal leave from the firm, Frank's contributions since joining Palisade in 2014 were significant. Frank was a mentor to many, a thoughtful and dedicated professional, and a colleague who consistently held himself and those around him to the highest standards. He worked tirelessly on behalf of the firm and its clients and had a remarkable ability to connect with people with warmth, humility, and sincerity.

Frank's career reflected both intellectual rigor and deep integrity. He earned his M.B.A. in Finance and his B.A. in Accounting from the Lubin School of Business at Pace University. He began his career at Metropolitan Life Insurance Company before joining Bear Stearns & Co., where he became a Managing Director and Principal. He later joined New York Life Insurance Company's wealth management division, serving in senior leadership roles including Vice President, Head of Investment Strategy and Risk Management, and Chairman of the Investment Committee, with responsibility for risk oversight and investment due diligence.

Frank initially joined Palisade as Chief Risk Officer and was subsequently named Deputy Chief Investment Officer. In recognition of his leadership and meaningful contributions, he became a Partner in 2023 as part of Palisade's first class of new equity holders since the firm's founding in 1995. At Palisade, Frank had overall responsibility for the firm's risk management framework, performance measurement and analytics, and due diligence related to new investment strategies and strategic initiatives. We remain committed to serving our clients with the same care, discipline, and integrity that Frank exemplified throughout his career. For those who wish to share condolences or memories of Frank, we have established a dedicated email address at condolences@palcap.com.