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News & Insight

Thursday, October 06, 2022
Palisade Capital Management Ranked Among Top 100 Financial Advisors by CNBC
Posted in Announcements
: Palisade Capital Management is pleased to have been recognized in CNBC’s Financial Advisor (FA) 100 rankings for the third consecutive year, rising from number 88 in 2021 to number 56 in 2022. Palisade is proud to be the only New Jersey-based firm included in this year’s rankings.; Read More

Tuesday, May 02, 2023
Palisade Capital Management Announces New Equity Partners
Posted in Announcements
: Palisade Capital Management, LP, an independent woman-led and majority woman-owned registered investment advisor with approximately $4.1 billion of assets under management, is pleased to announce nine new equity partners, completing an important phase of Palisade’s strategic plan and evolution. The new partners bring a wealth of experience and expertise across various aspects of the firm’s business and will help drive the company's mission to deliver exceptional returns to its clients.; Read More

Tuesday, January 17, 2023
John Cirillo Joins Palisade as Assistant Vice President, Client Reporting & Analytics
Posted in Announcements: John is Assistant Vice President, Client Reporting & Analytics, with responsibilities that include the management and production of client reporting, portfolio analytics, and marketing materials across all investment strategies.; Read More

Wednesday, December 14, 2022
Palisade Capital Management Shows Holiday Spirit
Posted in Announcements
: At Palisade Capital Management, we’ve been “All Wrapped Up” giving to local families in need through the Bergen Volunteers Adopt a Family program – and we feel great about it! It truly is better to give than to receive! Thanks to Amrita Thapa, Michael Zampitella, Jason Shaw, Don Triveline, Garo Norian, Dawn Brock, Arely Quintanilla, Lorraine Salvo, and the rest of our Palisade team for participating!

Thursday, July 28, 2022
Palisade Wealth Management Update: Feiler Team
Posted in Announcements
: We often discuss succession planning with clients that own their own businesses, so we know how important it is for Palisade to be prepared for all kinds of potential changes. We are continuously evolving our internal succession plan so that transitions among Palisade team members are as seamless as possible, with the goal of ensuring Palisade’s client relationships endure across generations. This is the only way we can deliver best-in-class service despite inevitable changes – both planned and unexpected.; Read More

Monday, November 01, 2021
Andrew Awad Joins Palisade as Equity Research Associate
Posted in Announcements: Andrew joined Palisade Capital Management as an Equity Research Associate for our Focused Equity strategy.; Read More

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Friday, December 09, 2022
Small and Small-Mid (“SMID”) Cap Equities and the Case for Core: Mitigating the Perils of Concentration Risk and Overdiversification: As institutional investors continue to search for solutions to help meet their risk and return objectives, small and smid cap equity strategies remain compelling. However, once an investment program decides to invest in one of these asset classes, allocation decisions can significantly impact a portfolio’s risk profile and returns.; Find Out More and Request This White Paper