Fort Lee, NJ Bridge Plaza North logo

Fort Lee, NJ Bridge Plaza North Office

Team
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Palisade Capital Management, LP logo

Palisade Capital Management, LP

Multi-team

Firm-wide stats for Palisade Capital Management, LP

Total advisors

12

Across 3 offices

Clients per advisor

131 Very High

Avg AUM per client

$1,170,213 High

HNW client ratio

32% High

About

Palisade Capital Management provides discretionary and non‑discretionary investment management and financial planning to a broad mix of clients, including corporations, public pension plans, financial institutions, family offices, trusts, and individual investors. The firm also serves as sub‑adviser to mutual funds and as investment adviser to collective investment trust vehicles while offering separately managed accounts and wrap/model program implementations.

The firm describes a research‑intensive, bottom‑up fundamental approach that emphasizes conviction‑weighted portfolios across small‑cap core, small‑mid cap core, a concentrated focused equity sleeve, and a short‑duration convertible bond strategy. Palisade implements these strategies across institutional and private wealth separately managed accounts, wrap/model arrangements and subadvisory mandates, and discloses that it offers both asset‑based and performance‑based fee arrangements while operating proprietary and access‑person accounts used to incubate strategies.

Noteworthy details in the brochure that differentiate the firm from many peers include its formal subadvisory relationships (including State Street mutual fund subadvisory work) and its role as adviser to a Master Collective Investment Trust with SEI, its prior incubation of a private vehicle (the Axe‑Houghton Associate Investment Fund, wound down in 2026), and explicit disclosure of Digital Asset investment capabilities. The firm also highlights governance and operational features — woman‑led/WBENC certification, senior‑management ownership, trade aggregation and allocation practices, access‑person accounts, and referral arrangements — that are relevant to how investment opportunities and potential conflicts of interest are managed.

Based on Palisade Capital Management, LP

Expertise

Passive / index investing Active portfolio management Tax-loss harvesting

Based on Palisade Capital Management, LP

Demographic focus

Women Professionals Established Professionals Mid-Career Professionals

Based on Palisade Capital Management, LP

Location

1 Bridge Plaza North, Suite 1095

Fort Lee NJ 07024-7102

Advisors at this office

10

Advisors at this office

user avatar

Kelly L

CFP®, Series 65

Fort Lee, NJ

Palisade Capital Management, LP

Kelly Lynch Moloney is a CFP® and Series 65 registered financial advisor at Palisade Capital Management, LP with five years of industry experience. She has worked at Palisade since 2025 and previously spent time with Orange Investment Advisors, Inc. and Hudson Valley Investment Advisors, Inc. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including corporations, public pension plans, family offices, and individual investors. The firm employs a research-intensive, bottom-up fundamental investment approach across multiple strategies and serves as a sub-adviser to mutual funds and collective investment trusts.

Passive / index investing Active portfolio management Tax-loss harvesting Women Professionals Established Professionals Mid-Career Professionals
user avatar

Dennison V

Series 63, Series 65

Fort Lee, NJ

Palisade Capital Management, LP

Dennison Veru is a financial advisor with Palisade Capital Management, LP, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Palisade since 2000. Mr. Veru serves on the boards of directors for Brickell Biotech, Inc. and BioCancell, Ltd., both portfolio companies advised by Palisade Capital Management. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse range of clients including corporations, public pension plans, financial institutions, family offices, trusts, and individuals. The firm employs a research-intensive, bottom-up fundamental approach with conviction-weighted portfolios across multiple equity and fixed income strategies, and holds formal subadvisory relationships alongside its separate account management.

Passive / index investing Active portfolio management Tax-loss harvesting Women Professionals Established Professionals Mid-Career Professionals
user avatar

Michael F

Series 63, Series 65

Fort Lee, NJ

Palisade Capital Management, LP

Michael Feiler is a financial advisor at Palisade Capital Management, LP with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with Palisade Capital Management since 1995. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse range of clients, including corporations, public pension plans, financial institutions, family offices, trusts, and individuals. The firm employs a research-intensive, bottom-up fundamental approach focused on conviction-weighted portfolios across various equity and bond strategies, serving both institutional and private wealth clients.

Passive / index investing Active portfolio management Tax-loss harvesting Women Professionals Established Professionals Mid-Career Professionals
user avatar

Lorraine S

CFP®

Fort Lee, NJ

Palisade Capital Management, LP

Lorraine Salvo is a CFP® professional with 13 years of industry experience, currently serving at Palisade Capital Management, LP. She has worked at Massey, Quick & Co. LLC since 2004. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning to a diverse range of clients, including corporations, public pension plans, financial institutions, family offices, trusts, and individual investors. The firm employs a research-intensive, bottom-up fundamental approach with conviction-weighted portfolios across various strategies and serves as sub-adviser to mutual funds and investment adviser to collective investment trust vehicles.

Passive / index investing Active portfolio management Tax-loss harvesting Women Professionals Established Professionals Mid-Career Professionals
user avatar

Alison B

Series 65

Fort Lee, NJ

Palisade Capital Management, LP

Alison Berman is a financial advisor at Palisade Capital Management, LP with eight years of industry experience. She holds a Series 65 designation and has been with Palisade Capital Management since 2011. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including corporations, public pension plans, financial institutions, family offices, trusts, and individual investors. The firm employs a research-intensive, bottom-up fundamental approach focused on conviction-weighted portfolios and manages a range of strategies across institutional and private wealth accounts.

Passive / index investing Active portfolio management Tax-loss harvesting Women Professionals Established Professionals Mid-Career Professionals
user avatar

Marc S

Series 63, Series 65

Fort Lee, NJ

Palisade Capital Management, LP

Marc Shapiro is a financial advisor at Palisade Capital Management, LP with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2004. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including corporations, public pension plans, financial institutions, family offices, trusts, and individual investors. The firm employs a research-intensive, bottom-up fundamental approach with conviction-weighted portfolios and serves as a sub-adviser to mutual funds and collective investment trust vehicles.

Passive / index investing Active portfolio management Tax-loss harvesting Women Professionals Established Professionals Mid-Career Professionals
user avatar

Bradley G

Series 65

Fort Lee, NJ

Palisade Capital Management, LP

Bradley Goldman is a Series 65-licensed financial advisor with Palisade Capital Management, LP in Fort Lee, NJ, bringing 18 years of industry experience. He has been with Palisade Capital Management LLC since 2006. Outside of his advisory role, he serves as Treasurer for South Mountain Speech and Feeding LLC, a private speech and language pathology practice. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning to a diverse range of clients, including corporations, public pension plans, financial institutions, family offices, trusts, and individuals. The firm employs a research-intensive, bottom-up fundamental approach across various equity and fixed income strategies and serves as sub-adviser to mutual funds and collective investment trusts.

Passive / index investing Active portfolio management Tax-loss harvesting Women Professionals Established Professionals Mid-Career Professionals
user avatar

Bernard P

CFA®, Series 63

Fort Lee, NJ

Palisade Capital Management, LP

Bernard Picchi is a financial advisor at Palisade Capital Management, LP with 14 years of industry experience. He holds the CFA® designation and a Series 63 license. Since 2009, he has been with Palisade Capital Management and serves as a director and chair of the Compensation and Human Resources Committee on the board of Mercer International, a manufacturing company based in Vancouver, BC. Palisade Capital Management offers discretionary and non-discretionary investment management and financial planning to a diverse client base, including corporations, public pension plans, financial institutions, family offices, trusts, and individual investors. The firm employs a research-intensive, bottom-up fundamental approach with conviction-weighted portfolios across various equity and convertible bond strategies and also serves as a sub-adviser to mutual funds and a fiduciary to collective investment trusts.

Passive / index investing Active portfolio management Tax-loss harvesting Women Professionals Established Professionals Mid-Career Professionals
user avatar

Wailam L

Series 63, Series 65

Fort Lee, NJ

Palisade Capital Management, LP

Wailam Lee is a financial advisor at Palisade Capital Management, LP with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Palisade Capital Management since 2006. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning to a diverse range of clients, including corporations, public pension plans, financial institutions, family offices, trusts, and individuals. The firm employs a research-intensive, bottom-up fundamental approach focusing on conviction-weighted portfolios across various strategies and serves as a sub-adviser to mutual funds and collective investment trust vehicles.

Passive / index investing Active portfolio management Tax-loss harvesting Women Professionals Established Professionals Mid-Career Professionals
user avatar

Christopher H

Series 66, Series 63

Fort Lee, NJ

Palisade Capital Management, LP

Christopher Henderson is a financial advisor at Palisade Capital Management, LP with 25 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Cohen & Steers Capital Management, Inc., Torchlight Investors, and Foreside Fund Services, LLC. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including corporations, public pension plans, financial institutions, and individual investors. The firm employs a research-intensive, bottom-up fundamental approach, managing strategies across various equity and fixed income portfolios, and also serves as a sub-adviser to mutual funds and collective investment trust vehicles.

Passive / index investing Active portfolio management Tax-loss harvesting Women Professionals Established Professionals Mid-Career Professionals
View complete list of advisors at this office
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