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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.

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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Private Wealth Management Professionals

Catherine Carpenter, FPQP®

Assistant Vice President
Client Relations & Strategic Initiatives

Michael Feiler

Partner
Private Wealth Management

Jack Feiler

Vice Chairman, Emeritus

Roseann Heffernan

Assistant Vice President
Client Relations

Bernard Picchi, CFA

Managing Director
Private Wealth Management

Wendy Popowich

Managing Director
Private Wealth Management

Arely Quintanilla

Associate
Client Service & Technology

Lorraine R. Salvo, CFP®, CDFA®

Managing Director
Private Wealth Management &
Head of Financial Planning

Dennison “Dan” T. Veru

Senior Partner
Chief Investment Officer

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

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Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed as a guarantee that a client or prospective client will experience any certain level of results if Palisade Capital Management, L.L.C. (“Palisade”) is engaged, or continues to be engaged, to provide investment advisory services. The 2022 CNBC FA 100 ranking was conferred on October 6, 2022. Data provider AccuPoint Solutions applied CNBC’s proprietary weighted categories to rank participating firms, ultimately creating the list of the top 100. Rankings published by CNBC base the selections exclusively on information prepared and/or submitted by the recognized adviser. The data Palisade provided to CNBC was as of July 31, 2022. Click here for a full discussion of CNBC’s methodology. CNBC does not charge any type of fee to advisers to be listed in the annual ranking.