Who We Are
Wendy Popowich
Wendy is a Managing Director of Private Wealth Management. Prior to joining Palisade Capital Management in 2004, Wendy was a Managing Director in the Private Wealth division of U.S. Trust Company, and during that time managed the Excelsior Global Competitors Fund and assets for high net worth individuals.
Wendy specializes in helping ultra high-net-worth individuals, families, and not-for-profit organizations craft personalized investment strategies, with a particular focus on custom-tailored equity portfolios. With an extensive background as a portfolio manager, Wendy stands apart from many private wealth advisors by bringing a deep understanding of portfolio construction and an understanding of complex trust and financial issues to her clients.
Each client portfolio is carefully tailored with the objective to preserve and grow wealth, with an emphasis on achieving competitive, long-term returns. Wendy works closely with clients to ensure their investments align with personal preferences and goals, incorporating financial and estate planning and tax minimization strategies. Her comprehensive approach reflects her commitment to building and managing portfolios designed to stand the test of time.
Wendy’s goal is to help preserve and grow your capital, ensuring that it has the greatest positive impact today and for generations to come. She believes in building a lasting legacy that extends beyond financial wealth, creating a meaningful, multi-generational influence for clients and their communities.
In addition to her work in wealth management, Wendy is actively involved in philanthropy. She serves on the Board of the Preservation Hall Foundation, where she works to protect, preserve, and perpetuate the rich musical traditions of New Orleans through music education, archival preservation, and programs that assist elder musicians and cultural bearers, ensuring that the legacy of New Orleans music continues to thrive for future generations.
Wendy received her B.B.A. in Finance from The George Washington University and an M.B.A. from New York University.