Palisade Capital Management

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Individuals & Families

At Palisade, clients partner with a personal Senior Advisor responsible for reviewing their entire financial landscape and developing appropriate wealth and investment management strategies to fit their distinct needs and unique circumstances.

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Private Wealth Management

Customized Planning and Asset Management
Our Private Wealth team delivers holistic wealth management for high net worth individuals, families, and organizations. We strive to provide continuous value to our clients as their life circumstances inevitably change and evolve by understanding their overall financial landscape and individual financial needs, expectations, and goals. We then design a personal financial plan, investment strategy, and investment portfolio to fit those unique circumstances. We work to preserve and enhance wealth in a manner that helps our clients feel secure today ... and secure about the future.

Check Palisade Capital Management’s background on FINRA’s Brokercheck

Connect with a Palisade professional to discuss Private Wealth Management for individuals and families

Private Wealth Management Professionals

Catherine Carpenter
Catherine Carpenter
Assistant Vice President, Client Relations and Strategic Initiatives
Michael Feiler
Michael Feiler
Managing Director, Private Wealth Management
Jack Feiler
Jack Feiler
Vice Chairman
Roseann Heffernan
Roseann Heffernan
Assistant Vice President, Client Relations
Bernard J. Picchi, CFA
Bernard J. Picchi, CFA
Managing Director, Private Wealth Management
Wendy Popowich
Wendy Popowich
Managing Director, Private Wealth Management
Arely Quintanilla
Arely Quintanilla
Associate, Client Service & Technology
Lorraine R. Salvo, CFP®, CDFA®
Lorraine R. Salvo, CFP®, CDFA®
Managing Director, Private Wealth Management &
Head of Financial Planning
Dennison “Dan” T. Veru
Dennison “Dan” T. Veru
Chief Investment Officer & Co-Chairman

Connect with Us

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

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Private Wealth Management and Financial Planning
Small Cap Core Equity
Focused All Cap Core Equity
Short Duration Convertibles
Convertibles Securities
Other - Customized Investment Solutions