Palisade Capital Management, LLC, an independent registered investment advisor with approximately $3.5 billion of assets under management, today announced that Lorraine R. Salvo, CFP®, CDFA® joined the firm as Managing Director, Private Wealth Management and Head of Financial Planning.
Lorraine R. Salvo, CFP®, CDFA® joined Palisade Capital Management in September 2019 as Managing Director, Private Wealth Management and Head of Financial Planning. In her role, Ms. Salvo is responsible for overseeing Palisade’s private wealth management financial planning process while also serving as an advisor to high net worth client relationships.
Allison J. Chase, CIPM joined Palisade Capital Management in April 2019 as Assistant Vice President, Client Reporting and Analytics. Ms. Chase’s responsibilities include the management and production of client reporting, portfolio analytics, and marketing materials across all investment strategies.
Nayantara Sama joined Palisade in December 2018 as a Compliance Associate. Ms. Sama is responsible for assisting with the enforcement and testing of policies and procedures designed to prevent violations of the Advisers Act by the Firm, its employees, and other supervised persons.
Nga Ho joined Palisade in October 2018 as Assistant Vice President, Accounting & Operations. Ms. Ho is responsible for account reconciliations, trade settlement, portfolio accounting and reporting for our institutional business.
As investors search for solutions to help meet their risk and return objectives in these uncertain times, Palisade believes concentrated equity portfolios of high-quality issuers offer a compelling approach to achieve long-term investment objectives. Investors should not underestimate the role of individual companies within a portfolio or believe all risk can be avoided through diversification. Instead, investors seeking long-term return should consider allocating some portion of their assets to concentrated strategies that allow individual companies to drive portfolio performance.