Carlo Di Fronzo is an Associate in Palisade’s Private Wealth Management group, acting as a trusted point of contact for clients, an essential support resource to wealth advisors, and a key partner across Palisade’s Client Relations team. His work spans client service, operations, communication, and strategic coordination – enhancing the client experience and supporting the achievement of our client’s financial goals. Prior to joining Palisade in 2025, Carlo worked at Valley Oak Wealth Management, a boutique financial planning and asset management firm, where he supported advisors across day- to-day business practices. He also brings earlier experience in venture capital, business development, and AI-focused research and product analysis, strengthening his analytical, communication, and project-management capabilities. Carlo graduated Magna Cum Laude from the University of Southern California. He passed the Securities Industry Essentials (SIE) exam and is currently pursuing the Certified Financial Planner (CFP®) designation.