Home > News & Insight > Palisade Wealth Management Update: Feiler Team


Palisade Wealth Management Update: Feiler Team

Thursday, July 28, 2022

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.

Since Palisade’s inception in 1995, co-founder Jack Feiler has partnered with his son Michael to manage many of the firm’s private wealth relationships. Jack has now made the difficult decision to step back from his day-to-day responsibilities at Palisade after 27 years at the firm and over 50 years in the financial services industry. Jack has held various positions at Palisade during his tenure and, while he will no longer be working full-time, he will remain an important figure and mentor at Palisade. Jack will continue to serve on Palisade’s Board of Directors, providing important perspective and insight, and he will remain active in select Feiler team relationships.

With Jack stepping back, Michael Feiler will now officially be the lead Portfolio Manager for all Feiler clients, as always, leveraging our deep bench of talented investment, risk, client service, and compliance professionals. Michael has been with Palisade since its founding, joining the firm shortly after completing the executive training program at Smith Barney. Michael has had a leading role on many of the firm’s key client relationships, and, in 2017, he was promoted to Managing Director in our Private Wealth Management group. Michael has served on Palisade’s Board of Directors since 2018 and been a member of the firm’s Operating Committee since its inception, helping shape the overall direction of the firm’s Private Wealth Management business.

Alison Berman, Palisade President and Chief Executive Officer, shared, “We cannot even begin to describe Jack Feiler’s tremendous contributions to Palisade’s business over the past 25+ years, and we appreciate the wisdom, perspective, and expertise he has brought to our firm. We know Michael will continue to serve our clients with the same high standards and dedication that Jack taught all of us, and I am confident our clients remain in good hands for years to come.”

This transition was carefully planned over several years as part of Palisade’s overall succession planning efforts. We are pleased to see Michael reinforce the stability and enduring nature of our firm and are excited to see Palisade’s next generation of leadership meet the evolving needs of our clients.

We encourage you to reach out to us with any questions and ask you to join us in wishing Jack all the best in the years ahead!

Very truly yours,

Jack Feiler, Co-Founder & Vice Chairman
Michael Feiler, Managing Director
Alison Berman, President & Chief Executive Officer

More Recent News & Insight

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.
Read More
Monday, August 01, 2022
Market Update
Posted in Market Commentaries
Palisade Capital Management Co-Chairman and Chief Investment Officer Dennison Veru recently shared his thoughts on the current market environment and Palisade's view on risks and opportunities for the remainder of 2022.
Friday, July 15, 2022
Q2 2022 Investor Commentary
Posted in
High Inflation and rising interest rates rocked markets in the second quarter. On June 10, the U.S. Bureau of Labor Statistics reported that the May consumer price index (CPI) rose by 8.6%, its steepest jump in 40 years, and an acceleration from April’s +8.3% increase. Five days after the May report, the Federal Reserve raised its discount rate – the foundation of all U.S. interest rates – by 0.75% to 1.25-1.50% – the sharpest jump since 1994. In his post-hike press conference, Fed Chairman Jerome Powell resolved to tame inflation with additional rate hikes.
Read More
Tuesday, June 21, 2022
Financial Planning Blog: June 2022
Posted in Blogs
New Features Create Additional Appeal for 529 College Savings Plans
Read More

View all Latest News & Insight

Connect with Us

One Bridge Plaza, Suite 1095, 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.