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Amrita Thapa, CFA

Amrita Thapa, CFA

Vice President, Risk Management and Product Development

Amrita Thapa, CFA joined Palisade in July 2018 as Vice President, Risk Management and Product Development. Ms. Thapa’s responsibilities include risk management, the continued enhancement of the firm’s Private Wealth Management business, assisting with product development, and providing analytical support for product marketing efforts. Prior to joining Palisade, Ms. Thapa was Corporate Vice President at New York Life’s Wealth Management division where she was responsible for investment manager research, due diligence, and investment analytics in connection with their investment management platform. Prior to this role, she held the position of International Vice President, Portfolio Manager with New York Life’s International division. Prior to that role, Ms. Thapa held a variety of analytical positions at New York Life and at NASD Regulation (now FINRA). Ms. Thapa is a CFA® charterholder. She received her M.B.A. in Finance from the Leonard M. Stern School of Business at New York University and her B.S. in Finance and International Business from the University of Maryland.

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Private Wealth Management and Financial Planning
Small Cap Core Equity
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