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Announcements

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.
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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.
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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.
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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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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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Latest Research and White Papers
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

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