Who We Are

Roseann is an Assistant Vice President, Client Relations, with responsibilities that include providing exceptional client service 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 2004, Roseann worked at Unilever on their Lipton and Bertolli brands. She held a variety of customer service roles evolving into a management position where she improved the efficiency and productivity of her teams. She received her secretarial business degree from Berkeley College.
News & Insights

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...

Second Quarter Review and 2025 Outlook
What just happened? In a quarter that opened with the tumult of a massive new tariff regime-in-formation, markets showed...

Fourth Quarter 2024 Review and Outlook
What just happened? Investors in U.S. stocks had much to celebrate in 2024: the S&P 500® index of large capitalization s...