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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 $4.2 billion of assets under management (including both discretionary and non-discretionary assets) as of March 31, 2023 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.

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 Operating Committee
Frank Galdi, Michael Feiler, James M. Marrone Jr., Alison A. Berman, Dennison T. Veru, Bradley Goldman, and Beata Tannuzzo

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.

Board of Directors

Alison Berman
Managing Partner
President & Chief Executive Officer
Jack Feiler
Vice Chairman, Emeritus
Michael Feiler
Partner
Private Wealth Management
Dennison “Dan” T. Veru
Senior Partner
Chief Investment Officer
Martin L. Berman
Co-Founder, Chairman and CEO
1940-2018

Professionals

Andrew Awad
Andrew Awad
Associate
Research
Dawn Brock
Dawn Brock
Partner
Research, Core Equity Strategies
Catherine Carpenter, FPQP®
Catherine Carpenter, FPQP®
Assistant Vice President
Client Relations & Strategic Initiatives
Allison J. Chase, CIPM
Allison J. Chase, CIPM
Vice President
Institutional Client Service and Marketing Analytics
Michael Chizmar
Michael Chizmar
Vice President
Convertible Strategies
Elpida Christodoulou
Elpida Christodoulou
Assistant Vice President
Compliance and Operations
John Cirillo
John Cirillo
Assistant Vice President
Client Reporting & Analytics
Brian Deitelzweig
Brian Deitelzweig
Managing Director
Trading
Laura L. Farber, Esq., IACCP
Laura L. Farber, Esq., IACCP
Senior Vice President
Deputy Chief Compliance Officer
Michael Feiler
Michael Feiler
Partner
Private Wealth Management
Jack Feiler
Jack Feiler
Vice Chairman, Emeritus
Frank Galdi
Frank Galdi
Partner
Chief Risk Officer and
Deputy Chief Investment Officer
Claudio Giurgiu
Claudio Giurgiu
Managing Director
Chief Technology Officer
Bradley R. Goldman, Esq., IACCP
Bradley R. Goldman, Esq., IACCP
Partner
General Counsel & Chief Compliance Officer
Roseann Heffernan
Roseann Heffernan
Assistant Vice President
Client Relations
Kyle Kavanaugh
Kyle Kavanaugh
Partner
Associate Portfolio Manager -
Small Cap Core Equity;
Research, Core Equity Strategies
William W. Lee
William W. Lee
Partner
Senior Portfolio Manager,
Convertible Strategies
Mitchell Leung, CFA
Mitchell Leung, CFA
Senior Vice President
Associate Portfolio Manager,
Convertible Securities;
Analyst, Convertible Strategies
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 Analytics
Mahendra Misir
Mahendra Misir
Managing Director
Portfolio Administration
Garo Norian, CFA
Garo Norian, CFA
Partner
Research, Core Equity Strategies
Bernard Picchi, CFA
Bernard Picchi, CFA
Managing Director
Private Wealth Management
Wendy Popowich
Wendy Popowich
Managing Director
Private Wealth Management
William Potter
William Potter
Partner
Senior Portfolio Manager,
Focused Equity
Arely Quintanilla
Arely Quintanilla
Associate
Client Service & Technology
Lorraine R. Salvo, CFP®, CDFA®
Lorraine R. Salvo, CFP®, CDFA®
Managing Director
Private Wealth Management &
Head of Financial Planning
Rachel Seltzer
Rachel Seltzer
Executive Assistant
Marc Shapiro
Marc Shapiro
Partner
Senior Portfolio Manager,
Core Equity Strategies
Jason Shaw
Jason Shaw
Senior Vice President
Project Manager
Donna Szczupak
Donna Szczupak
Vice President
Controller
Beata Tannuzzo, CPA
Beata Tannuzzo, CPA
Partner
Chief Financial Officer
Amrita Thapa, CFA
Amrita Thapa, CFA
Senior Vice President
Investment Manager Research &
Risk Management
Don Triveline
Don Triveline
Vice President
Business Development
Dennison “Dan” T. Veru
Dennison “Dan” T. Veru
Senior Partner
Chief Investment Officer
Alice White
Alice White
Executive Assistant
Paul Wunsch
Paul Wunsch
Assistant Vice President
Technology

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One Bridge Plaza, Suite 1095, Fort Lee, New Jersey 07024 | (201) 585-7733 | Get Directions | Contact Us

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