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Announcements

Wednesday, October 06, 2021
Palisade Capital Management Ranked Among Top 100 Financial Advisors by CNBC
Posted in Announcements
Palisade Capital Management is thrilled to announce that the firm has been included in CNBC’s ranking of the top 100 financial advisory firms in 2021. This is the second consecutive year that Palisade has received this prestigious honor. The “CNBC FA 100” celebrates advisory firms that top the list with regard to offering comprehensive planning and financial services that help clients navigate their financial lives. Rankings take into consideration factors beyond assets under management and are based on a proprietary methodology developed by CNBC in partnership with data provider AccuPoint Solutions. In preparing the CNBC FA 100, data was culled from thousands of advisory firms.
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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.
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Thursday, October 08, 2020
Palisade Capital Management Ranked Among Top 100 Financial Advisors by CNBC
Posted in Announcements
Palisade Capital Management is thrilled to announce that the firm has been included in CNBC’s ranking of the top 100 financial advisory firms in 2020. The “CNBC FA 100” celebrates advisory firms that top the list with regard to offering comprehensive planning and financial services that help clients navigate their financial lives. The CNBC FA 100 rankings take into consideration factors beyond assets under management and are based on a proprietary methodology developed by CNBC in partnership with data provider AccuPoint Solutions. In preparing the CNBC FA 100, data was culled from thousands of advisory firms.
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Wednesday, September 09, 2020
Rachel Seltzer joins Palisade as Executive Assistant
Posted in Announcements
Rachel Seltzer joined Palisade Capital Management as an Executive Assistant, supporting several members of Palisade’s senior management team.
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Tuesday, June 09, 2020
Palisade Capital Management Mourns the Passing of Sue Donohue
Posted in Announcements
Palisade is heartbroken to announce the loss of Sue Donahue on June 8, 2020 after a brief non-COVID-19 related illness. Sue served as Executive Assistant to Palisade President & CEO Alison Berman and Chief Investment Officer Dan Veru, and previously worked for over 20 years as the Executive Assistant to Palisade Founder and CEO Martin Berman.
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Latest Research and White Papers
Wednesday, May 04, 2022
The Case for SMID Cap - An Asset Class for the New Business Cycle
The lockdowns and flash recession which followed the beginning of the COVID-19 pandemic precipitated a reset of the global economy and initiated a new business cycle. Recent stock market weakness, however, is a cyclical correction in a secular bull market, and we believe the U.S. remains early in the recovery phase of this new cycle.
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