Palisade Sponsors Englewood Health Foundation Breakfast Club
We were thrilled to support the Englewood Health Foundation's Breakfast Club event at the beautiful Montammy Golf Club! With inspiring discussions led by CNBC Host Becky Quick and the talented author & award-winning journalist Debra Bruno, it was a morning to remember. Here's to empowerment, community, and making a difference together!
Elpida Christodoulou
Vice President,
Compliance and Operations
.jpg)
Bradley R. Goldman, Esq., IACCP
Partner,
General Counsel & Chief Compliance Officer
Michael Feiler
Partner,
Private Wealth Management
Amrita Thapa, CFA
Managing Director,
Risk Management & Client Solutions
Catherine Carpenter, FPQP®
Vice President,
Relationship Manager
Divorcing After 50? There's a Special Financial Advisor for That
We are proud to share that Lorraine Salvo, CFP, CDFA, Palisade’s Head of Financial Planning, was recently featured as an...
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 Mana...
Third Quarter Review and 2025 Outlook
What just happened? An economy that's slowing but not slow is a tide now lifting more boats. We believe the growth-orien...
Veru: Starting first phase of potential long-term small cap outperformance relative to large
Dan Veru, Palisade Capital CIO, appeared on CNBC this morning, discussing his views regarding the start of the first pha...
Financial Planning Blog October 2025
Overlooked Retirement Expenses (And How to Plan for Them)
Small Cap Stocks: Start of a New Cycle
After 18 months of false rallies, the Russell 2000® Index (“Index”) reached new highs for the first time in over three a...
