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Allison J. Chase, CIPM

Allison J. Chase, CIPM

Assistant Vice President, Client Reporting & Analytics

Allison is an Assistant Vice President, Client Reporting and Analytics with responsibilities that include the management and production of client reporting, portfolio analytics, and marketing materials across all investment strategies. Prior to joining Palisade Capital Management in 2019, Allison was Marketing Support Supervisor at Systematic Financial Management, L.P., where she was responsible for client reporting, new business development, and process enhancement. Prior to being promoted to Marketing Support Supervisor, Allison was a Marketing Associate responsible for the development and production of proposals for prospective clients, as well as new business development. Allison is a CIPM® certificant. She received her B.S. in Management from the University of Phoenix.

Check the background of this investment professional on FINRA’s BrokerCheck.

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