Carlo Di Fronzo Joins Palisade Capital Management

Palisade is proud to announce that Carlo Di Fronzo has joined the firm as an Associate in the firm's Private Wealth Management group, acting as a trusted point of contact for clients, an essential support resource to wealth advisors, and a key partner across Palisade’s Client Relations team. Carlo's work spans client service, operations, communication, and strategic coordination – enhancing the client experience and supporting the achievement of our client’s financial goals.

Prior to joining Palisade in 2025, Carlo worked at Valley Oak Wealth Management, a boutique financial planning and asset management firm, where he supported advisors across day- to-day business practices. He also brings earlier experience in venture capital, business development, and AI-focused research and product analysis, strengthening his analytical, communication, and project-management capabilities. Carlo graduated Magna Cum Laude from the University of Southern California. He passed the Securities Industry Essentials (SIE) exam and is currently pursuing the Certified Financial Planner (CFP®) designation.