CoverProfile

Bernard Picchi

Managing Director, Private Wealth Management

Palisade Capital Management

United States, Texas, Fort Lee

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 (12 years) at Salomon Brothers and Lehman Brothers. Bernie is a CFA® Charterholder and received his B.S. in Foreign Service (Economics, Government and History) from Georgetown University.

Profile Information

Managing Director, Private Wealth Management

Palisade Capital Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Fort Lee

Texas

United States

May 16, 2024

More profiles to browse

MC
Michael Chizmar
Vice President, Convertible Securities
FG
Frank Galdi
Partner, Deputy Chief Investment Officer & Chief Risk Officer
AB
Alison Berman
President & CEO
Profile Photo
Brian Deitelzweig
Managing Director, Trading

You Might Like

TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
PM
Prtima MISHRA1
Software Engineer
PA TEST