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Bernard J. Picchi, CFA

Bernard J. Picchi, CFA

Managing Director, Private Wealth Management

Mr. Picchi joined Palisade in July 2009 as Managing Director of Private Wealth Management. Prior to joining Palisade, Mr. Picchi solely managed Federated Investor’s Capital Appreciation Fund, a $1.5 billion multi-cap stock fund, which achieved a 5-star Morningstar rating during his tenure with the fund. Prior to Federated, Mr. Picchi was Director of U.S. Equity Research from 1995 to 1999 at Lehman Brothers. Prior to this, he was an “All Star” Energy Analyst (12 years) at Salomon Brothers and Lehman Brothers. Mr. Picchi is a CFA® Charterholder. He holds a B.S. degree in Foreign Service (Economics, Government and History) from Georgetown University.

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