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 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 our core competencies — delivering 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.



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ADDITIONAL INFORMATION ABOUT THIS STRATEGY

Investment Team
Dennison “Dan” T. Veru
Dennison “Dan” T. Veru
Chief Investment Officer & Co-Chairman
Jack Feiler
Jack Feiler
Vice Chairman
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
Managing Director, Private Wealth Management

Latest Related News & Insight

Thursday, August 16, 2018
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On August 16, 2018, Palisade Capital Management Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss the rise in the S&P 500®.
Monday, July 23, 2018
Amrita Thapa Joins Palisade as Vice President, Risk Management and Product Development
Posted in Announcements
Amrita Thapa joined Palisade in July 2018 as Vice President, Risk Management and Product Development. In this role, Ms. Thapa is responsible for risk management, the continued enhancement of the firm’s Private Wealth Management business, assisting with product development, and providing analytical support for product marketing efforts.
Read More
Monday, July 09, 2018
Palisade Capital Management’s Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On July 9, 2018, Palisade Capital Management's Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss recent market trends.
Read More

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One Bridge Plaza, Suite 695, Fort Lee, New Jersey 07024 | (201) 585-7733 | Get Directions | Contact Us

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