Palisade Capital Management

mobile
Home > News & Insight > Beata Tannuzzo Promoted to Chief Financial Officer

Announcements

Beata Tannuzzo Promoted to Chief Financial Officer

Tuesday, July 09, 2019

Palisade Capital Management is pleased to announce that Beata Tannuzzo, CPA has been promoted to Managing Director, Chief Financial Officer, effective immediately.

Ms. Tannuzzo has managed Palisade’s finance and operations groups since joining the Firm over two years ago and has over 20 years of financial and operational experience.  She will continue to be responsible for overseeing all financial and accounting matters as well as the Firm’s operations group, and will assist with various strategic initiatives. 

“Beata has been an instrumental member of the Palisade team since she joined us, and this promotion recognizes her continued development and growth within the Firm,” commented Alison Berman, President and CEO. 

Prior to joining Palisade in April 2017, Ms. Tannuzzo was an Associate Director of Accounting and Operations at SS&C, where she managed a team responsible for all aspects of client fund administration and reporting. Prior to that she was with McKinsey & Company, Natsource Asset Management, and Bear Stearns where she held various accounting and operations roles. Ms. Tannuzzo received her B.S. in Accounting from St. Francis College and is a Certified Public Accountant.


More Recent News & Insight

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.
Read More
Tuesday, April 13, 2021
Q1 2021 Investor Commentary
Posted in Market Commentaries
Palisade reviews the first quarter of 2021, which saw gains in most stock market averages, modest declines in bond prices, and increases in many commodity prices. Last month marked the one-year anniversary of the pandemic shut-down of the American economy.
Read More
Wednesday, March 24, 2021
Financial Planning Blog: March 2021
Posted in Blogs
Feeling Stuck in the Middle? How the Sandwich Generation is Faring During the Pandemic
Read More
Friday, March 19, 2021
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On March 19, 2021, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss the Russell 2000 Index and the Fed’s decision to leave interest rates unchanged.
Read More
Wednesday, February 24, 2021
Financial Planning Blog: February 2021
Posted in Blogs
Has the Pandemic Affected Your Retirement Plans?
Read More

View all Latest News & Insight

Connect with Us

One Bridge Plaza, Suite 695, Fort Lee, New Jersey 07024 | (201) 585-7733 | Get Directions | Contact Us

Stay Informed

Sign up for our mailing list and stay up to date on the latest information and news from Palisade Capital Management.