Palisade Capital Management

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Who We Are

Palisade has cultivated a culture of excellence, discipline, and focus since its establishment in 1995. The firm is independently owned and managed by its five principals, who collectively average over three decades in the investment industry. Private ownership allows us to take a long-term investment view and we believe that it supports our commitment to organizational and staff stability. Our independence drives our singular focus toward what we do best — deliver highly specialized investment advice and personalized service. Our principals lead by example and remain focused on maintaining a collaborative environment and a team whose interests are aligned with our clients’ interests.

Headquartered in Fort Lee, New Jersey, Palisade has approximately $3.0 billion of assets under management as of June 30, 2017 and counts many of the largest institutional investors in the United States as clients.

Find out how we can bring our knowledge to your portfolio.

Ray Lam, CFAAlice WhiteJason ShawKyle M. KavanaughRoseann HeffernanDonna SzczupakEva Madha
Dawn BrockMarc ShapiroGaro Norian, CFASue DonohueBradley R. Goldman, Esq.Alison A. Berman, Esq.Arely Quintanilla
Wendy PopowichMitchell Leung, CFAElpida ChristodoulouBarbara TabackBrian DeitelzweigFrank GaldiMichael Feiler
Farah CortazzoMahendra MisirBernard J. Picchi, CFAMichael J. ChizmarJames M. Marrone Jr.Catherine CarpenterJonathan Masarof
Bill LeeWilliam L. Potter
Our Team

Familiarize yourself with all our Professionals.

Focused on results

At Palisade, our investment philosophy seeks to minimize downside risk, while striving for consistent and attractive return potential.

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Palisade’s Principals
Standing: Jeffrey D. Serkes, Steven E. Berman
Seated: Martin L. Berman, Dennison T. Veru, Jack Feiler

To do this, we focus on investing in companies where opportunity and value present themselves. To find these opportunities, we conduct intensive, bottom-up, fundamental research designed to identify companies that have—and can sustain—a competitive edge along with a strong management team that we believe can execute each issuer's growth strategy. We know the companies in our universes in excruciating detail—and only invest in those in which we truly believe.

Our Team

Principals

Martin L. Berman
Martin L. Berman
Chairman,
Chief Executive Officer
Jack Feiler
Jack Feiler
President,
Chief Investment Officer, Private Wealth Management
Jeffrey D. Serkes
Jeffrey D. Serkes
Chief Operating Officer
Dennison “Dan” T. Veru
Dennison “Dan” T. Veru
Executive Vice President,
Chief Investment Officer, Institutional
Steven E. Berman
Steven E. Berman
Vice Chairman

Professionals

Alison A. Berman, Esq.
Alison A. Berman, Esq.
Associate General Counsel
Mark Berman
Mark Berman
Vice President, Focused All Cap Equity
Dawn Brock
Dawn Brock
Senior Vice President, Research
Catherine Carpenter
Catherine Carpenter
Assistant Vice President, Client Relations
Michael J. Chizmar
Michael J. Chizmar
Vice President, Convertible Securities
Elpida Christodoulou
Elpida Christodoulou
Assistant Vice President, Operations,
Senior Portfolio Administrator
Farah Cortazzo
Farah Cortazzo
Senior Associate, Operations
Brian Deitelzweig
Brian Deitelzweig
Managing Director, Trading
Sue Donohue
Sue Donohue
Executive Assistant to the Chairman
Michael Feiler
Michael Feiler
Managing Director, Private Wealth Management
Jack Feiler
Jack Feiler
President,
Chief Investment Officer, Private Wealth Management
Laura Conover-Ferchak
Laura Conover-Ferchak
Vice President, Compliance
Frank Galdi
Frank Galdi
Managing Director,
Chief Risk Officer
Max Goddard
Max Goddard
Analyst, Convertible Securities
Bradley R. Goldman, Esq.
Bradley R. Goldman, Esq.
Managing Director,
General Counsel &
Chief Compliance Officer
Roseann Heffernan
Roseann Heffernan
Assistant Vice President, Client Relations
Kevin Herlihy
Kevin Herlihy
Vice President, Investor Relations and Marketing
Samantha Kangos, AIF<sup style=padding-left:2px;vertical-align:super;font-size:12px;>®</sup>
Samantha Kangos, AIF®
Marketing Associate
Kyle M. Kavanaugh
Kyle M. Kavanaugh
Associate Portfolio Manager,
Senior Vice President, Research
Judith C. Keilp
Judith C. Keilp
Vice President, Compliance
Ray Lam, CFA
Ray Lam, CFA
Senior Vice President &
Associate Portfolio Manager
Short Duration Convertible Bonds
Bill Lee
Bill Lee
Managing Director,
Senior Portfolio Manager
Mitchell Leung, CFA
Mitchell Leung, CFA
Senior Vice President &
Associate Portfolio Manager
Long Convertible Securities
Eva Madha
Eva Madha
Associate, Marketing Data Analyst
James M. Marrone Jr.
James M. Marrone Jr.
Managing Director,
Head of Institutional Sales & Investor Relations
Jonathan Masarof
Jonathan Masarof
Vice President,
Risk Management & Portfolio Analysis
James J. McNeil
James J. McNeil
Senior Vice President, Convertible Securities
Mahendra Misir
Mahendra Misir
Managing Director, Portfolio Administration
Garo Norian, CFA
Garo Norian, CFA
Senior Vice President, Research
Bernard J. Picchi, CFA
Bernard J. Picchi, CFA
Managing Director, Private Wealth Management
Wendy Popowich
Wendy Popowich
Managing Director, Private Wealth Management
William L. Potter
William L. Potter
Managing Director,
Senior Portfolio Manager
Arely Quintanilla
Arely Quintanilla
Executive Assistant to Chief Investment Officer
Jeffrey D. Serkes
Jeffrey D. Serkes
Chief Operating Officer
Marc Shapiro
Marc Shapiro
Managing Director,
Senior Portfolio Manager
Jason Shaw
Jason Shaw
Assistant Vice President, Data and Information Systems
Donna Szczupak
Donna Szczupak
Vice President and Controller
Barbara Taback
Barbara Taback
Vice President, Administration
Beata Tannuzzo, CPA
Beata Tannuzzo, CPA
Managing Director, Finance and Operations
Don Triveline
Don Triveline
Vice President, Business Development
Dennison “Dan” T. Veru
Dennison “Dan” T. Veru
Executive Vice President,
Chief Investment Officer, Institutional
Alice White
Alice White
Executive Assistant

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

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