Catherine Carpenter, FPQP®
Assistant Vice President, Client Relations & Strategic Initiatives
Catherine is Assistant Vice President, Client Relations and Strategic Initiatives, with responsibilities that include leveraging technology to improve client experiences and serving as operational and administrative support to our clients and the firm’s Private Wealth Management portfolio managers. Prior to joining Palisade Capital Management in 2012, Catherine worked at Wealth Preservation Solutions (WPS), where she was responsible for overseeing the Investment Operations Department, which included all aspects of client service. Prior to WPS, Catherine worked at Bank of America Merrill Lynch’s Broadcort division, where her duties included Trader Support and Client Services. Catherine holds the Financial Paraplanner Qualified Professional™ (FPQP®) designation.
