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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.

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

Private Wealth Management Professionals

Catherine Carpenter, FPQP®
Catherine Carpenter, FPQP®
Assistant Vice President
Client Relations & Strategic Initiatives
Michael Feiler
Michael Feiler
Partner
Private Wealth Management
Jack Feiler
Jack Feiler
Vice Chairman, Emeritus
Roseann Heffernan
Roseann Heffernan
Assistant Vice President
Client Relations
Bernard Picchi, CFA
Bernard 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
Senior Partner
Chief Investment Officer

Connect with Us

One Bridge Plaza, Suite 1095, Fort Lee, New Jersey 07024 | (201) 585-7733 | Get Directions | Contact Us

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