Amrita Thapa, CFA
Senior Vice President
Investment Manager Research &
Risk Management
Amrita is Senior Vice President, Investment Manager Research & Risk Management, and in this role is responsible for 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 Capital Management in 2018, Amrita 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 was International Vice President, Portfolio Manager with New York Life’s International division. Prior to that role, Amrita held a variety of analytical positions at New York Life and at NASD Regulation (now FINRA). Amrita 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.
