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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Investment Team
Dennison “Dan” T. Veru
Dennison “Dan” T. Veru
Chief Investment Officer
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

Monday, January 01, 2018
Alison Berman Named President of Palisade Capital Management
Posted in Announcements
Alison Berman, a member of Palisade’s Board of Directors and Chairperson of the Firm’s Operating Committee, was named President of Palisade effective January 1, 2018. Alison joined Palisade in 2011 as Associate General Counsel, initially managing and overseeing various legal functions at the Firm. She has subsequently worked closely with all of the Firm’s operational groups, including compliance, risk management, operations, client service, and human resources on various Firm initiatives, and has fostered a strong collaboration across the Firm’s various functional areas. Alison played a key role in establishing Palisade’s Operating Committee, which formulates and implements Palisade’s strategic vision and works to develop the Firm’s next generation of senior leadership. She has also served as a Director of several portfolio companies owned by private equity funds managed by Palisade. Prior to joining Palisade, Ms. Berman was an attorney in the Mergers and Acquisitions group at Skadden, Arps, Slate, Meagher & Flom LLP, where she represented a variety of corporate and private equity clients in buy-side and sell-side transactions. Ms. Berman was involved in both contested and negotiated transactions, and worked on deals ranging from small private equity acquisitions to $50 billion public company sales. Ms. Berman received her Juris Doctor from the Benjamin N. Cardozo School of Law and her undergraduate degree from Brown University.
Wednesday, September 20, 2017
The Incredible Shrinking Stock Market & the Case for Small Cap Investing: The Supply-Demand Imbalance Continues
Posted in White Papers
In August 2017, Chief Investment Officer Dennison "Dan" T. Veru released a white paper revisiting the case for Small Cap investing.

Download the White Paper

For further information regarding this white paper or about Palisade Capital Management, please contact us at info@palcap.com.
Monday, May 22, 2017
Kevin Herlihy Joins Palisade as Vice President, Investor Relations and Marketing
Posted in Announcements
Mr. Herlihy joined Palisade in May 2017 as Vice President of Investor Relations and Marketing. In this role, Mr. Herlihy is responsible for all aspects of client service, including client communications and coordination of the due diligence and RFP processes, updating and upgrading the Firm’s marketing materials, and improving the overall communications strategy with our clients and prospects.
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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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