Palisade Capital Management, LP

Kelly Lynch Moloney is a CFP® and holds a Series 65 license with four years of industry experience. She is currently with Palisade Capital Management, LP and previously worked at Orange Investment Advisors, Inc. and Hudson Valley Investment Advisors, Inc. Palisade Capital Management, LP is an SEC-registered adviser managing approximately $4.2 billion for a variety of individual and institutional clients. The firm employs a research-intensive, bottom-up investment process across equity and convertible strategies and offers discretionary portfolio management, customized account restrictions, and tailored fee arrangements.

Dennison Veru is a financial advisor with Palisade Capital Management, LP, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Palisade since 2000. Outside of his advisory role, he serves on the boards of directors for Brickell Biotech, Inc. and BioCancell, Ltd., both portfolio companies of a private equity fund advised by Palisade Capital Management. Palisade Capital Management, LP manages approximately $4.2 billion for individual and institutional clients, offering discretionary portfolio management across various equity and fixed income strategies. The firm employs a research-intensive, bottom-up investment process and also provides financial planning and educational seminars through its private wealth program.

Michael Feiler is a financial advisor at Palisade Capital Management, LP with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Palisade since 1995. Palisade Capital Management, LP is an SEC-registered investment adviser managing approximately $4.2 billion for individual and institutional clients. The firm employs a research-intensive, bottom-up fundamental investment process across various equity and convertible strategies and offers discretionary portfolio management along with financial planning and educational seminars.

Lorraine Salvo is a CFP® at Palisade Capital Management, LP with 13 years of industry experience. She has been with Massey, Quick & Co. LLC since 2004. Palisade Capital Management, LP is an SEC-registered investment adviser managing approximately $4.2 billion for a diverse client base that includes high-net-worth individuals, institutional investors, and pooled investment vehicles. The firm employs a research-intensive, bottom-up, fundamental investment process across multiple equity and convertible strategies and offers discretionary portfolio management along with financial planning and educational seminars.

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 since 2011. Palisade Capital Management, LP is an SEC-registered investment adviser managing approximately $4.2 billion for individual and institutional clients. The firm employs a research-intensive, bottom-up fundamental investment process across various equity and convertible strategies and offers discretionary portfolio management along with financial planning and educational seminars through its private wealth program.

Jason Yoo is a financial advisor at Palisade Capital Management, LP with credentials including Series 63, Series 65, and Series 66 licenses. He has over a decade of experience in the financial industry, having previously worked at Goldman Sachs, Altfest Wealth Management, Citigroup, and JP Morgan Securities. Outside of finance, he was involved with Music Is a Gift Inc from 2015 to 2019. Palisade Capital Management, LP is an SEC-registered investment adviser managing approximately $4.2 billion for individual and institutional clients. The firm employs a research-intensive, bottom-up fundamental investment approach across various equity and convertible strategies and offers discretionary portfolio management along with financial planning and educational seminars.

Mitchell Leung is a CFA® charterholder with 13 years of industry experience, currently serving at Palisade Capital Management, LP since 2011. He holds a Series 63 license and is based in Fort Lee, NJ. Palisade Capital Management, LP is an SEC-registered investment adviser managing approximately $4.2 billion for a diverse client base that includes high-net-worth individuals, institutional investors, and pooled vehicles. The firm employs a research-intensive, bottom-up fundamental investment process across multiple equity and fixed income strategies and also offers financial planning and educational seminars through its private wealth program.

Marc Shapiro is a financial advisor at Palisade Capital Management, LP with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Palisade since 2004. Palisade Capital Management, LP is an SEC-registered investment adviser managing approximately $4.2 billion for individual and institutional clients, including high-net-worth individuals and retirement plans. The firm employs a research-intensive, bottom-up fundamental investment process across various equity and convertible strategies and also provides financial planning and educational seminars through its private wealth program.

Wendy Popowich is a financial advisor at Palisade Capital Management, LP with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Palisade since 2004. Outside of her advisory role, she serves as a trustee for her son’s trust. Palisade Capital Management, LP is an SEC-registered investment adviser managing approximately $4.2 billion for individual and institutional clients. The firm employs a research-intensive, bottom-up fundamental investment process and offers discretionary portfolio management across various equity and fixed income strategies.

Bradley Goldman is a financial advisor at Palisade Capital Management, LP with 18 years of industry experience. He holds a Series 65 designation and has been with Palisade since 2006. Outside of his advisory role, he serves as Treasurer for South Mountain Speech and Feeding LLC, a speech and language pathology private practice operated by a family member. Palisade Capital Management, LP is an SEC-registered investment adviser managing approximately $4.2 billion for individual and institutional clients. The firm employs a research-intensive, bottom-up fundamental investment process across various equity and convertible strategies, and also offers financial planning and educational seminars through its private wealth program.

Bernard Picchi is a CFA® charterholder with 13 years of industry experience, currently serving at Palisade Capital Management, LP since 2009. He is also a director at Mercer International, where he leads the Compensation and Human Resources Committee of the board. Palisade Capital Management, LP is an SEC-registered adviser managing approximately $4.2 billion for individual and institutional clients. The firm employs a research-intensive, bottom-up investment process across various equity and convertible strategies and offers discretionary portfolio management along with financial planning and educational seminars.

Wailam Lee is a financial advisor at Palisade Capital Management, LP with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Palisade Capital Management since 2006. Palisade Capital Management, LP is an SEC-registered investment adviser managing approximately $4.2 billion for individual and institutional clients. The firm employs a research-intensive, bottom-up fundamental investment process across various equity and fixed income strategies, and also provides financial planning and educational seminars through its private wealth program.

William Potter is a financial advisor at Palisade Capital Management, LP with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Palisade since 2009. He serves on the Board of Overseers for the University of Pennsylvania Museum of Archaeology and Anthropology. Palisade Capital Management, LP is an SEC-registered adviser managing approximately $4.2 billion for individual and institutional clients. The firm employs a research-intensive, bottom-up fundamental investment process across various equity and convertible strategies and offers discretionary portfolio management with customized account options.

Christopher Henderson is a financial advisor at Palisade Capital Management, LP with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Cohen & Steers Capital Management, Inc., Torchlight Investors, and Foreside Fund Services, LLC. Palisade Capital Management, LP is an SEC-registered investment adviser managing approximately $4.2 billion for individual and institutional clients. The firm employs a research-intensive, bottom-up fundamental investment process across various equity and convertible strategies and provides discretionary portfolio management, financial planning, and educational seminars.