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Palisade Capital
Palisade Capital Management is an independent investment management firm that provides private wealth management and institutional investment services. The company serves individuals, families, family offices, and institutions by offering personalized asset allocation, comprehensive financial planning, and various equity and fixed-income investment strategies.
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Palisade Capital at a glance
Palisade Capital is a financial services company headquartered in United States. Xcout tracks 29 named people at Palisade Capital, including Alison A. Berman (Managing Partner , President & Chief Executive Officer).
Palisade Capital leadership
- Alison A. BermanManaging Partner , President & Chief Executive Officer
- Beata Tannuzzo, CPAPartner , Chief Financial Officer
- Claudio GiurgiuPartner , Chief Technology Officer
- Bradley R. Goldman, Esq., IACCPPartner , General Counsel & Chief Compliance Officer
- Dennison “Dan” T. VeruSenior Partner and Chief Investment Officer
- Jack FeilerCo-Founder
23 more named people on record for Palisade Capital, with roles, board committees and tenure — see the full roster →
Palisade Capital competitors
A few of Palisade Capital's closest competitors — see the full list of competitors and alternatives →
Palladian Asset Management is an independent wealth management firm that provides fiduciary financial services to families. The company offers personalized investment management, retirement planning, financial planning, and estate trust planning.
Seven Bridges Capital LLC operates as an independent, full-service family office and investment office that provides wealth management and asset allocation services. It serves individuals, families, and institutions by delivering customized, discretionary and advisory portfolios through rigorous manager selection and research.
Fidelis Capital Partners, LLC is an independent wealth management and private banking firm that provides customized financial advisory services. The company serves individuals, executives, family wealth stewards, business owners, entrepreneurs, family offices, and institutional or non-profit investors. Its service offerings include wealth planning, investment management, tax planning, personal risk management, fiduciary planning, and business transition advisory.
Berkeley Capital Management provides independent investment management and financial planning services. The firm offers customized portfolios and objective financial advice tailored to individual client goals.
One Capital Management is a wealth management firm founded in 2001 that provides bespoke private client investment management services. Operating in the United States and Canada, the company serves individuals, families, and institutions with a client-centric approach based on unique financial circumstances.
Carderock Capital Management is an independent registered investment management firm that provides personalized portfolio management services. Operating as a fiduciary, the firm serves individuals and families by building customized stock and bond portfolios to help them achieve their financial goals.
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More on Palisade Capital in Xcout Intel
- 29 named people with titles, LinkedIn and board committees
- The full competitor set, tracking, exports and API access