CoverProfile

Bernard Picchi

Managing Director, Private Wealth Management and Investment Professional

Palisade Capital Management

United States, Vermont, Burlington

About Me

Bernie is a Managing Director, Private Wealth Management. Prior to joining Palisade Capital Management in 2009, Bernie solely managed Federated Investor’s Capital Appreciation Fund, a $1.5 billion multi-cap stock fund, which achieved a 5-star Morningstar rating during his tenure with the fund. Prior to Federated, Bernie was Director of U.S. Equity Research from 1995 to 1999 at Lehman Brothers. Prior to this, he was an Energy Analyst at firms such as Salomon Brothers and Lehman Brothers, where his research was recognized 15 consecutive years by Institutional Investor magazine. Bernie is a CFA® Charterholder and received his B.S. in Foreign Service (Economics, Government and History) from G

View more

Profile Information

Managing Director, Private Wealth Management and Investment Professional

Palisade Capital Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Burlington

Vermont

United States

Sep 25, 2025

More profiles to browse

Profile Photo
Bradley Goldman
Partner, General Counsel & CCO
SB
Steven Berman
Co-Founder, Vice-Chairman, Partner & Principal
Profile Photo
Lorraine Salvo
Managing Director, Private Wealth Management & Head of Financial Planning
MM
Mahendra Misir
Managing Director of Operations and Managing Director, Portfolio Administration

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST