Kelly Lynch-Moloney, CFP® Joins Palisade Capital Management

Palisade Capital Management Welcomes Kelly Lynch-Moloney, CFP® as Managing Director, Private Wealth Management   Fort Lee, NJ — December 8, 2025 — Palisade Capital Management is pleased to announce that Kelly Lynch-Moloney, CFP® has joined the firm as Managing Director, Private Wealth Management, expanding Palisade’s experienced advisory team and deepening its multi-generational wealth management capabilities.   Kelly brings more than twenty years of investment, portfolio management, and client advisory experience, specializing in helping individuals and families grow, preserve, and purposefully plan their wealth. Prior to joining Palisade, she spent almost two decades with Orange Investment Advisors and its predecessor firm, Hudson Valley Investment Advisors, rising from Assistant Portfolio Manager to Director and Portfolio Manager. She began her career in investment roles at Shields/Alliance Capital Management and Zesiger Capital Group LLC.   A strong advocate for financial literacy and comprehensive planning, Kelly earned her CERTIFIED FINANCIAL PLANNER® designation in 2018, enabling her to integrate holistic planning and disciplined portfolio construction as she guides clients toward their long-term goals. She holds an MBA in Finance from Pace University and a Bachelor of Science from the State University of New York at Plattsburgh. Kelly is also an active member of the Hudson Valley Estate Planning Council, the Financial Planning Association of the Greater Hudson Valley, and serves as a Grant Review Volunteer for the United Way of the Dutchess–Orange Region.   Palisade President & Chief Executive Officer Alison Berman welcomed Kelly’s arrival, noting: “Kelly brings the rare combination of deep investment experience and a genuine passion for guiding families through complex financial decisions. Her approach aligns perfectly with Palisade’s commitment to delivering personalized, research-driven advice. We are thrilled to have her join our wealth management team.”   Dan Veru, Senior Partner & Chief Investment Officer, highlighted the strength Kelly adds to the firm’s investment and planning capabilities: “Kelly’s two decades of hands-on experience make her an invaluable addition to our Palisade Private Wealth platform. She understands how to translate sophisticated investment research into strategies tailored to each client’s goals, which is core to how Palisade manages wealth.”   Michael Feiler, Partner, Private Wealth Management, emphasized the client impact of Kelly’s addition: “Kelly shares Palisade’s belief that great wealth management starts with listening—understanding a client’s objectives, values, and long-term aspirations. Her depth of experience and her CFP® expertise will bring tremendous value to the individuals and families we serve.”

Kelly will be based both in Palisade’s Fort Lee, NJ headquarters as well as in the Hudson Valley, New York region, advising individuals, families, and multi-generational clients seeking a customized and thoughtful wealth management experience.