Palisade Capital Management

Description

Address: 1 Bridge Plaza N, Fort Lee, NJ 07024 Phone: (201) 585-7733: : Website: : : : Hours: Place name: : Category: Website: http://www.palisadecapital.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Palisade Capital Management LLC Posting publicly on the Web Write a review Reviews Be the first to review

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Palisade Capital Management Employees

Employee
Years
Job
Industry
Neada Bregu Neada Bregu Staten Island, New York Details
Neada Bregu's Palisade Capital Management Experience June 2012 - September 2012
Job Unemployed and in search for a job
Industry Accounting
Experience
Palisade Capital Management   June 2012 - September 2012
AARP Tax Aide  November 2010 - April 2011
Village Market  January 2005 - April 2006

Skills
Attention To Detail, Fast Learner, Mac/PC proficient, Teamwork, Time Management, Analytical Skills, Team-oriented, Critical Thinking, Goal Oriented, Social Skills, Financial Analysis, Data Entry, Tax, Business, Coordination, QuickBooks, Microsoft Word, Asset, Leadership, Microsoft Excel, Microsoft Office, Income Tax, PowerPoint, Bookkeeping, Outlook, Access, Accounting, Account Reconciliation

Education
Montclair State University   2010 — 2012
BS, Business Administration w; Accounting

Bergen Community College   2008 — 2010
Associate of Science (A.S.), Accounting

Ray Lam, CFA Ray Lam, CFA Greater New York City Area Details
Ray Lam, CFA's Palisade Capital Management Experience May 2012 - Present
Job Senior Vice President at Palisade Capital Management
Industry Investment Management
Experience
Palisade Capital Management   May 2012 - Present
Amida Capital Management  January 2012 - May 2012
AM Investment Partners  March 2005 - December 2011
Arbitex Asset Management   April 2003 - March 2005
Balyasny Asset Management  October 2002 - April 2003
JW Seligman  June 2000 - October 2002
Standard & Poor's   July 1997 - August 1998
Thomson Financial  1992 - 1997

Education
NYU Stern   1998 — 2000
MBA, Finance/Marketing

Columbia University   1988 — 1992
BS, Electrical engineering

Canarsie High School

Andrew Lakind, CFA Andrew Lakind, CFA Orange County, California Area Details
Andrew Lakind, CFA's Palisade Capital Management Experience 2007 - 2010
Job Portfolio Specialist at Richard Bernstein Advisors
Industry Investment Management
Experience
Richard Bernstein Advisors  2014 - Present
PIMCO  2010 - 2014
Palisade Capital Management   2007 - 2010
Deloitte & Touche  2005 - 2007
Household Finance (subsidiary of HSBC Bank)   2002 - 2004

Skills
Mutual Funds, Fixed Income, Equities, Relationship Management, Investment Management, Asset Allocation, Wealth Management, ETFs, Separately Managed...

Education
Michigan State University
BS, Economics

University of Rochester - William E. Simon Graduate School of Business Administration
MBA, Finance & Corporate Accounting

Kyle Stiefel Kyle Stiefel Greater New York City Area Details
Kyle Stiefel's Palisade Capital Management Experience May 2010 - August 2010
Job EquityLinked Securities Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.  March 2014 - Present
Raymond James Financial Inc.  May 2012 - July 2012
Palisade Capital Management   May 2010 - August 2010

Skills
Securities, Bloomberg, Bloomberg Terminal, Financial Modeling, Equities, Series 7, Series 63, Valuation, Trading, Portfolio Management, Lacrosse, Fixed Income, Financial Analysis, Hedge Funds, Options, Investments, Research, Data Analysis, Finance, Kynex, Capital Markets, Analysis, Microsoft Excel, Microsoft Office, Sales

Education
Lehigh University - College of Business and Economics   2009 — 2013
Bachelor of Science (B.S.), Finance

Lehigh University   2009 — 2013
Minor in Entrepreneurship

Leslie Berkowitz Leslie Berkowitz Greater New York City Area Details
Leslie Berkowitz's Palisade Capital Management Experience June 2009 - May 2010
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   December 2010 - Present
Palisade Capital Management   June 2009 - May 2010
Citigroup  March 2005 - December 2008
Citigroup  January 2002 - March 2005
Citigroup  2000 - 2002
Citigroup  1997 - 2000

Education
New York University - Leonard N. Stern School of Business   1985 — 1988
MBA, Finance

Barnard College   1977 — 1981
BA, Physical Anthropology

Sean Tole Sean Tole Boston, Massachusetts Details
Sean Tole's Palisade Capital Management Experience January 1997 - September 1999
Job Consultant Relations Director at Numeric Investors
Industry Investment Management
Experience
Man Group  September 2014 - Present
Numeric Investors  April 2010 - Present
GE Asset Management  November 2007 - April 2010
GE Asset Management  January 2002 - November 2007
GE Asset Management  October 1999 - December 2001
Palisade Capital Management   January 1997 - September 1999
Atalanta Sosnoff Capital  1991 - 1996

Skills
Investment Management, Asset Managment, Equities, Alternative Investments, Hedge Funds

Education
Fordham University   1990 — 1994

Trinity   1986 — 1990

Monique Kosse Monique Kosse New York, New York Details
Monique Kosse's Palisade Capital Management Experience November 2007 - September 2013
Job Managing Partner at Access Capital Advisors
Industry Capital Markets
Experience
Access Capital Advisors   July 2015 - Present
MK Consulting  November 2014 - Present
Bertner Advisors, LLC   September 2013 - November 2014
Palisade Capital Management   November 2007 - September 2013
Rochdale Investment Management  December 2005 - November 2007
Fiduciary Trust Company  December 2001 - November 2005
Deutsche Asset Management  December 2000 - December 2001
Deutsche Asset Management  May 1998 - December 2000
Corn Refiners Association  August 1992 - June 1997
Chemical Manufacturers Association  August 1989 - August 1992

Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)

St. Olaf College   1985 — 1989
Bachelor's degree, Chemistry and German

Taylor Davis Taylor Davis New York, New York Details
Taylor Davis's Palisade Capital Management Experience June 2013 - August 2013
Job Research Consultant
Industry Investment Management
Experience
NYC-Based Registered Investment Advisor   November 2014 - Present
Fielder Capital Group LLC   September 2014 - November 2014
Palisade Capital Management   June 2013 - August 2013
Windhorse Capital Management  September 2010 - February 2012
The Investment Fund for Foundations  October 2005 - August 2010

Skills
Alternative Investments, Asset Management, Investment Management, Equity Research, Due Diligence, Financial Analysis, Financial Modeling, Corporate Finance

Education
Columbia Business School   2012 — 2014
Master of Business Administration (MBA), Value Investing Program

General Assembly

Middlebury College   2001 — 2005
BA, English, Cum Laude

Belmont Hill School   1995 — 2001

Shuhui (Carol) Lin Shuhui (Carol) Lin New York, New York Details
Shuhui (Carol) Lin's Palisade Capital Management Experience June 2015 - August 2015
Job Risk Analyst Intern at Palisade Capital Management
Industry Higher Education
Experience
Palisade Capital Management   June 2015 - August 2015
State Street  August 2013 - July 2014
University of Massachusetts Amherst  January 2011 - May 2013
CHINA CITIC BANK  June 2012 - July 2012
UMass House Council Programming Board   September 2011 - May 2012

Skills
Statistics, Microsoft Excel, Data Analysis, R, Microsoft Word, Mandarin, Market Research, PowerPoint, Outlook, Cantonese, Economics, Java, Access, Analysis, Microsoft Office, Minitab, Photoshop, Research, Matlab, SAS

Education
Columbia University in the City of New York   2014 — 2015
Master's Degree, Statistics, 3.77

University of Massachusetts, Amherst   2009 — 2013
Bachelor of Business Administration (B.B.A.) & Bachelor of Science (B.S.), Finance & Actuarial Science, 3.64

Justin Roth Justin Roth Greater Boston Area Details
Justin Roth's Palisade Capital Management Experience June 2015 - August 2015
Job Supply Chain Intern at EnerNOC
Industry Computer Software
Experience
EnerNOC  August 2015 - Present
Palisade Capital Management   June 2015 - August 2015
Intrinsic Audio   June 2013 - June 2015
Tufts University  September 2013 - October 2014
Motionry   May 2014 - June 2014
LIFT  September 2012 - December 2012
Grand Prix New York  July 2012 - August 2012
Investours  June 2012 - June 2012

Skills
C, VBA, Entrepreneurship, Economics, Start-up Ventures, Microsoft Excel, PureData, Python, PHP, Arduino, DSP, SalesForce, YesWare, Pro Tools, Logic Pro, Music Production, Microsoft Office, PowerPoint, Management, Market Research, Public Speaking, Marketing, International Relations, Spanish-speaking, Translation, Audio Post Production, Social Media, Editing, Program Management, Website Development, Music Industry, Singing, Advertising, Marketing Strategy, Social Networking, Music, Recording, HTTP, HTML, Spanish

Education
Tufts University   2011 — 2015
B.A., International Relations, Economics concentration, Senior

Yale University   2010 — 2010
Summer Session, N/A

Ridgefield High School   2008 — 2011

Alison Berman Alison Berman Greater New York City Area Details
Alison Berman's Palisade Capital Management Experience May 2011 - Present
Job Associate General Counsel at Palisade Capital Management
Industry Investment Management
Experience
Palisade Capital Management   May 2011 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates   2005 - April 2011

Education
Benjamin N. Cardozo School of Law, Yeshiva University   2002 — 2005

Brown University   1998 — 2002

Mark F. Degenhart, Sr. Mark F. Degenhart, Sr. New York, New York Details
Mark F. Degenhart, Sr.'s Palisade Capital Management Experience August 1993 - December 1998
Job Senior Investment Advisor at Christian Brothers Investment Services
Industry Investment Management
Experience
Christian Brothers Investment Services  December 2013 - Present
University of Scranton - Endowment Investment Committee   April 2006 - Present
Northwestern Mutual  February 2013 - June 2013
Rothschild Asset Management  April 2006 - January 2012
Oppenheimer Capital  January 1999 - March 2006
Palisade Capital Management   August 1993 - December 1998
Cazenove  February 1990 - August 1993
Argus Research  October 1986 - February 1990

Skills
Series 7 (Series 63..., Equities, Fixed Income, Series 7, Portfolio Management, Mutual Funds, Investments, Trading, Asset Management, Series 7 and 66, Life & Health Insurance...

Education
University of Scranton   1981 — 1985
BS, Marketing

Ryan Serkes Ryan Serkes San Diego, California Details
Ryan Serkes's Palisade Capital Management Experience June 2011 - August 2011
Job iOS Developer
Industry Information Technology and Services
Experience
Send Word Now  December 2014 - Present
Rabid Mother   January 2014 - January 2015
Aon Hewitt  November 2012 - May 2013
RPS Advertising   January 2009 - June 2012
Palisade Capital Management   June 2011 - August 2011

Skills
Java, Microsoft Office, Bloomberg Terminal, HTML, JavaScript, SQL, Microsoft Excel, Software Development, Visual Basic, PHP, Photoshop, Objective-C, iOS Development, Xcode

Education
Bentley University   2008 — 2012
Bachelor of Science, Computer Information Systems; Minor in Entrepreneurial Studies

Aaron Perlman Aaron Perlman Westport, Connecticut Details
Aaron Perlman's Palisade Capital Management Experience June 2012 - August 2012
Job InsuranceLinked Securities Risk Analyst at AIR Worldwide
Industry Financial Services
Experience
AIR Worldwide  June 2013 - Present
Bentley University Center of Integration of Science and Industry   June 2011 - May 2013
Madison Parker Capital  December 2012 - March 2013
Palisade Capital Management   June 2012 - August 2012
Alpha Epsilon Pi  May 2011 - May 2012

Education
Bentley University   2009 — 2013
Bachelor of Science (BS), Economics-Finance

Maria Callicoat Maria Callicoat Ridgefield Park, New Jersey Details
Maria Callicoat's Palisade Capital Management Experience July 1995 - Present
Job Compliance Associate at Palisade Capital Management
Industry Investment Management
Experience
Palisade Capital Management   July 1995 - Present

Skills
Investment Company Act, Investment Advisers Act, Investment Advisor..., Hedge Funds, Investment Management

Education
Ramapo College of New Jersey   1983 — 1987
Economics

Jana Zagorski Jana Zagorski Greater New York City Area Details
Jana Zagorski's Palisade Capital Management Experience July 2009 - September 2009
Job MBA Candidate at University of Chicago Booth School of Business
Industry Marketing and Advertising
Experience
The Kraft Heinz Company  June 2015 - August 2015
TD Ameritrade  August 2013 - May 2014
TD Ameritrade  February 2013 - August 2013
TD Ameritrade  June 2011 - January 2013
RICS Americas  October 2009 - June 2011
Palisade Capital Management   July 2009 - September 2009
Elegran Real Estate & Development Services   June 2008 - August 2008
WorkWise Group LLC   June 2007 - August 2007

Skills
Marketing, Strategy, Event Management, Management, Event Planning, Training, Market Research, Marketing Strategy, Strategic Planning, Competitive Analysis, Product Marketing

Education
The University of Chicago Booth School of Business   2014 — 2016
Master of Business Administration (MBA), Marketing/Marketing Management, General

University of Pennsylvania - The Wharton School   2005 — 2009
Bachelor of Science in Economics, Majors: Real Estate, Management; Minor: East Asian Languages and Civilizations (Mandarin focus)

Hong Kong University of Science and Technology - School of Business and Management   2007 — 2008
Study abroad

Will Potter Will Potter Greater New York City Area Details
Will Potter's Palisade Capital Management Experience February 2009 - Present
Job Managing Director at Palisade Capital Management
Industry Investment Management
Experience
Palisade Capital Management   February 2009 - Present
AG Asset Management (formerly ForstmannLeff)   May 2002 - January 2009
ABN AMRO (formerly ING Barings and Furman-Selz)   September 1997 - May 2002
Alex. Brown  September 1994 - September 1997
Wertheim Schroder  May 1992 - September 1994
Safeguard Scientifics  December 1988 - May 1992
Chemical Bank New York  1984 - 1986
Manufacturers Hanover Trust  1982 - 1984

Skills
Portfolio Management, Equities, Equity Research, Financial Analysis, Asset Management, Asset Allocation, Industrial Technologies, Management, Analysis, Investment Banking

Education
University of Pennsylvania - The Wharton School   1987 — 1988
Master of Business Administration (MBA), Finance and Marketing

Emory University   1978 — 1982
Bachelor of Business Administration (BBA), Finance

Scarsdale High School   1974 — 1978

Patrick Harrity Patrick Harrity Iselin, New Jersey Details
Patrick Harrity's Palisade Capital Management Experience June 2015 - September 2015
Job Student at Rutgers School of LawNewark
Industry
Experience
State of New Jersey Office of the Attorney General, Bureau of Securities   September 2015 - Present
Palisade Capital Management   June 2015 - September 2015
Middlesex County Courthouse   June 2014 - August 2014
Philadelphia Eagles  August 2012 - December 2012

Skills
Sales, Public Speaking, Event Planning, PowerPoint, Research, Social Media, Facebook, Microsoft Excel, Microsoft Word, Customer Service, Leadership, Microsoft Office, Teamwork, Time Management

Education
Rutgers School of Law-Newark   2014 — 2016

Rutgers University-New Brunswick   2008 — 2012
Bachelor's Degree, Exercise Science and Sports Management

Sergey D, CFA Sergey D, CFA Miami/Fort Lauderdale Area Details
Sergey D, CFA's Palisade Capital Management Experience 1999 - December 2007
Job Analyst Emerging and Frontier Markets at Harding Loevner LP
Industry Investment Management
Experience
Harding Loevner LP  June 2015 - Present
Consilium Investment Management   January 2011 - June 2015
Armor Capital   January 2008 - December 2010
Palisade Capital Management   1999 - December 2007
Bear Stearns & Co  1997 - 1999
Ballentine Capital   1996 - 1996

Skills
Valuation, Financial Modeling, Private Equity, Emerging Markets

Education
Syracuse University   1993 — 1997
BS/BA

James (Jim) Jahnke James (Jim) Jahnke Greater Detroit Area Details
James (Jim) Jahnke's Palisade Capital Management Experience 2005 - 2014
Job Merger & Acquisitions and Private Equity Professional
Industry Investment Banking
Experience
Blue River Financial Group   January 2015 - Present
Palisade Capital Management   2005 - 2014
Chrysler/Daimler Chrysler   1987 - 2004
Central Bank of Denver  1982 - 1985

Skills
Private Equity, Mergers & Acquisitions, Financial Analysis, Management, Strategic Planning, Financial Modeling, Corporate Finance, Due Diligence, Finance, Equities, Process Improvement, Investments, Investor Relations, Portfolio Management, Venture Capital, Hedge Funds, Treasury, Competitive Analysis, Mergers, Not for Profit

Education
The University of Chicago Booth School of Business   1985 — 1987
MBA, Finance and Policy

University of Denver - Daniels College of Business   1978 — 1982
BS, Business - Finance

Kyle Kavanaugh Kyle Kavanaugh Greater New York City Area Details
Kyle Kavanaugh's Palisade Capital Management Experience 2001 - Present
Job Associate Portfolio Manager at Palisade Capital
Industry Investment Management
Experience
Palisade Capital Management   2001 - Present
Pennsylvania Merchant Group, Ltd.   1999 - 2000
Schroder & Co. Inc./NatWest Securities, Inc.   1996 - 1999
Dresdner Kleinwort  1995 - 1996
Value Line, Inc.   1993 - 1995

Skills
Equities, Investments, Portfolio Management, Asset Management, Financial Modeling

Education
Drexel University - LeBow College of Business   1987 — 1992

Jason Rich Jason Rich Greater New York City Area Details
Jason Rich's Palisade Capital Management Experience April 2008 - Present
Job Senior Vice President at Palisade Capital
Industry Venture Capital & Private Equity
Experience
Palisade Capital Management   April 2008 - Present
Regus Industries   March 2005 - March 2008
First Broadcasting  April 2004 - May 2005
TD Securities  August 2000 - March 2004

Education
Providence College   1996 — 2000

Sheetal Mehta Prasad Sheetal Mehta Prasad Greater New York City Area Details
Sheetal Mehta Prasad's Palisade Capital Management Experience July 2007 - October 2007
Job Managing Director at Jennison Associates
Industry Financial Services
Experience
Jennison Associates  October 2007 - Present
Palisade Capital Management   July 2007 - October 2007
Deutsche Asset Management  2004 - 2007
Bear Stearns  2000 - 2004
Datamonitor  1997 - 2000
Datamonitor  1997 - 2000

Education
Georgetown University   1992 — 1996
Bachelor of Science (BS), Biology, General

Franklin High School   1988 — 1992

Brian Hirsch Brian Hirsch Greater Philadelphia Area Details
Brian Hirsch's Palisade Capital Management Experience June 1997 - December 1999
Job Chief Compliance Officer at Nationwide Funds Group
Industry Financial Services
Experience
Nationwide Funds Group  January 2012 - Present
IFS Financial Services, Inc.   February 2003 - January 2012
Puglisi & Co.   January 2000 - June 2002
Palisade Capital Management   June 1997 - December 1999
Blaylock & Partners  May 1995 - June 1997
Contnental Asset Management   May 1983 - June 1995

Skills
Asset Managment, Series 7, Mutual Funds, Series 24, Securities, AML, FINRA, Product Management, Investments, Series 6, Asset Management, Investment Management, Series 63, Investment Advisory, Insurance, Financial Services, Hedge Funds, Portfolio Management, Securities Regulation, Series 65, Anti Money Laundering

Education
New York University - Leonard N. Stern School of Business   1987 — 1989
MBA

American University, Washington College of Law   1978 — 1981
Doctor of Law (JD)

Rutgers, The State University of New Jersey-New Brunswick   1974 — 1978
Bachelor of Arts (B.A.), Political Science and Government

Stephen Madonna, CFA Stephen Madonna, CFA Greater New York City Area Details
Stephen Madonna, CFA's Palisade Capital Management Experience June 1997 - March 2000
Job Equity Analyst/Writer at Greentech Research
Industry Investment Management
Experience
GreenTech Research   January 2011 - Present
---  October 2007 - December 2010
Investors Republic   March 2009 - August 2009
Franklin Large Cap Value Fund   June 2000 - September 2007
Palisade Capital Management   June 1997 - March 2000
Standard & Poor's   February 1995 - June 1997
Financial Research, Inc   January 1987 - January 1993

Skills
Investment Management, Equities, Equity Research, Financial Analysis, Portfolio Management, Asset Management, Options, Valuation, Mutual Funds, Fixed Income

Education
Temple University   1982 — 1984
MBA, Finance

Saint Joseph's University   1978 — 1982
BA, Political Science

Andrea Dalton, CFA Andrea Dalton, CFA Greater New York City Area Details
Andrea Dalton, CFA's Palisade Capital Management Experience 1997 - 1999
Job Research Team Leader at Friess Associates
Industry Investment Management
Experience
Friess Associates  2000 - Present
Palisade Capital Management   1997 - 1999
Cathay Financial  1996 - 1997
Gabelli & Partners  1995 - 1996

Skills
Equities, Financial Modeling, Investment Management, Valuation, Asset Management, Investments, Portfolio Management, Equity Research, Hedge Funds, Financial Analysis, Bloomberg, Wealth Management, Mutual Funds, Asset Allocation, Investment Strategies, Risk Management, Securities, Investor Relations, Capital Markets, Private Equity, Business Strategy, Business Valuation, Equity Valuation, Fixed Income

Education
Columbia University - Columbia Business School   1993 — 1995
Master of Business Administration (MBA), International Business & Finance

Columbia University - School of International and Public Affairs
Master of International Affairs, International Business

Vassar College
Bachelor of Arts (B.A.), Asian Studies

Abbe Goldstein Abbe Goldstein Greater New York City Area Details
Abbe Goldstein's Palisade Capital Management Experience December 1995 - October 1999
Job Managing Director, Investor Relations & Corporate Communications at Ambac
Industry Public Relations and Communications
Experience
Ambac  December 2013 - Present
National Financial Partners  February 2010 - August 2013
Revlon  April 2007 - August 2009
Willis  October 2005 - April 2007
The Global Consulting Group   June 2000 - October 2005
Carson Group  2000 - 2005
Thomson Financial  2000 - 2005
Palisade Capital Management   December 1995 - October 1999
Chemical Bank (now part of JP Morgan Chase)   July 1993 - December 1995
JP Morgan Investment Management  June 1989 - July 1991

Education
New York University   1991 — 1993
MBA, Finance & International Business

Tufts University   1985 — 1989
BSME, Mechanical Engineering

Jason Schwartz Jason Schwartz Dallas/Fort Worth Area Details
Jason Schwartz's Palisade Capital Management Experience October 2011 - June 2012
Job Regional Vice President at AIG SunAmerica
Industry Financial Services
Experience
SunAmerica Funds   July 2012 - Present
Palisade Capital Management   October 2011 - June 2012
Oppenheimer Funds  July 2007 - October 2011
ING Investment Management  2001 - 2006
ING Investment Management  1999 - 2006

Skills
Separately Managed..., Mutual Funds, Series 7, Asset Managment, Fixed Annuities, Investments, 401k, Equities, Alternative Investments, Asset Allocation, Variable Annuities, Portfolio Management, Securities, Investment Strategies, Wealth Management, Asset Management, Retirement Planning, IRAs, Series 6

Education
SUNY Binghamton   1994 — 1997
B.A., Economics

Middlesex County College   1991 — 1993

Eric Roseman Eric Roseman New York, New York Details
Eric Roseman's Palisade Capital Management Experience May 2011 - July 2011
Job Pacific Northwest Sales at Floored
Industry Internet
Experience
Floored  January 2015 - Present
Sourced Adventures  August 2014 - Present
SinglePlatform  March 2014 - January 2015
Bloomberg LP  August 2012 - February 2014
Palisade Capital Management   May 2011 - July 2011
Lake Owego Camp  July 2007 - August 2010

Skills
Microsoft Excel, Bloomberg Terminal, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Bloomberg, Facebook, Social Networking, Event Planning, Spanish, Analytics, Social Media Marketing, Analysis, Marketing, Fixed Income, Blogging, Leadership, Strategic Planning, Finance, Sales, Equities, Derivatives

Education
Penn State University   2008 — 2012
Smeal College of Business, BS, Finance

Elliot Stiefel, CFA Elliot Stiefel, CFA Greater New York City Area Details
Elliot Stiefel, CFA's Palisade Capital Management Experience April 2004 - Present
Job Managing Director at Palisade Capital Management
Industry Investment Management
Experience
Palisade Capital Management   April 2004 - Present
Clinton Group  1999 - 2002
LIT America   1989 - 1994
Dean Witter  1988 - 1989
Morgan Stanley Smith Barney  1984 - 1985

Skills
Portfolio Management, Hedge Funds, Options, Derivatives, Trading, Convertible Bonds, Securities, Equities, Alternative Investments, Asset Management, Fixed Income, Equity Research, Equity Derivatives, Investment Strategies, Bloomberg, Asset Allocation, Investment Management

Education
Pace University - Lubin School of Business   1982 — 1984
MS, Investment Management

University of Maryland College Park   1978 — 1982
BS, Finance

Paramus H.S.

Shiv Sharma Shiv Sharma New York, New York Details
Shiv Sharma's Palisade Capital Management Experience March 2014 - Present
Job Private Equity Associate at Palisade Capital Management
Industry Venture Capital & Private Equity
Experience
Palisade Capital Management   March 2014 - Present
RBC Capital Markets  May 2011 - December 2013
PNC Financial Services  August 2010 - April 2011

Skills
Financial Modeling, Investment Banking, Corporate Finance, Bloomberg, Capital Markets, Equity Research, Valuation, LBO, Financial Analysis, Private Equity, Equities, Due Diligence, DCF, Alternative Investments, Fixed Income, Hedge Funds, Capital IQ

Education
University of Virginia   2009 — 2010
MS Commerce

Hampden-Sydney College   2005 — 2009
BA

The London School of Economics and Political Science (LSE)   2007 — 2008

Adam Weisbarth Adam Weisbarth Greater New York City Area Details
Adam Weisbarth's Palisade Capital Management Experience June 2014 - August 2014
Job MBA Candidate, Value Investing Program at Columbia Business School
Industry Investment Management
Experience
Palisade Capital Management   June 2014 - August 2014
Galibier Capital Management Ltd.   April 2013 - April 2014
Deloitte Consulting  August 2010 - April 2013
Bain & Company  June 2009 - August 2009

Skills
Valuation, Equity Research, Investments, Business Strategy, Financial Modeling, Operating Models, Strategy, Competitive Analysis, Financial Services, Economics, Business Analysis, Analytics, Financial Analysis, Bloomberg, FactSet

Education
Columbia Business School   2013 — 2015
Master of Business Administration (MBA)

Colgate University   2006 — 2010
B.A., Economics

Brendan Petri Brendan Petri Greater New York City Area Details
Brendan Petri's Palisade Capital Management Experience August 2006 - May 2008
Job Founder at Petri Polish, LLC
Industry Health, Wellness and Fitness
Experience
Petri Polish, LLC   March 2014 - Present
WellAware LLC   August 2011 - January 2014
Thresher Global Management   May 2008 - January 2011
Palisade Capital Management   August 2006 - May 2008

Skills
Entrepreneurial..., Venture Capital, Strategic Planning, Business Strategy, FX trading, Energy Trading, Equity Trading, Fixed Income Trading, Buyouts

Education
Harvard College   2002 — 2006
AB, Economics

Byram Hills High School

Garo Norian, CFA Garo Norian, CFA Greater New York City Area Details
Garo Norian, CFA's Palisade Capital Management Experience August 2012 - Present
Job Senior Vice President of Research at Palisade Capital Management
Industry Financial Services
Experience
Palisade Capital Management   August 2012 - Present
BlackRock  January 2005 - August 2012
State Street Research  2002 - 2005
Brandes Investment Partners  June 2001 - August 2001
J.P. Morgan   1996 - 2000

Skills
Factset, Equities, Investment Management, Investments, Equity Research, Equity Valuation, Bloomberg, Thomson One, Thomson/Baseline, Asset Management, Valuation, Hedge Funds, Portfolio Management, Due Diligence

Education
Columbia Business School   2000 — 2002
Master of Business Administration (M.B.A.)

Stanford University   1992 — 1996
Bachelor of Arts (B.A.), Economics and East Asian Studies

Michael Feiler Michael Feiler Fort Lee, New Jersey Details
Michael Feiler's Palisade Capital Management Experience April 1995 - Present
Job VP ,Private Wealth Management at Palisade Capital Management
Industry Investment Management
Experience
Palisade Capital Management   April 1995 - Present
Palisade Capital Management   April 1995 - Present

Skills
Wealth Management, Equities, Fixed Income, Hedge Funds, Alternative Investments, Investments

Education
Stony Brook University   1992 — 1993
Heath Care Management, Health/Health Care Administration/Management

Stony Brook University   1988 — 1992
Bachelor's Degree, Business Administration and Management, General

Yeshivah of Flatbush HS   1984 — 1988

Anthony Calvano Anthony Calvano Williamstown, New Jersey Details
Anthony Calvano's Palisade Capital Management Experience June 2013 - August 2013
Job Inventory Associate at Best Buy
Industry Retail
Experience
Best Buy  June 2014 - Present
House of Brews  October 2012 - May 2014
Palisade Capital Management   June 2013 - August 2013
Palisade Capital Management   June 2012 - August 2012

Skills
Microsoft Office, Social Media, Problem Solving, Strategic Thinking, Organizational..., Sales Effectiveness

Education
Rowan College at Gloucester County   2015 — 2019

Rowan College at Gloucester County   2013 — 2015
High School, Elementary Education and Teaching