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


Bernard Picchi
Managing Director, Private Wealth Management and Investment Professional
Palisade Capital Management
United States, Vermont, Burlington
About Me
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
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