Wendy is a Managing Director of Private Wealth Management. Prior to joining Palisade Capital Management in 2004, Wendy was a Managing Director in the Private Wealth division of U.S. Trust Company, and during that time managed the Excelsior Global Competitors Fund and assets for high net worth individuals. Wendy specializes in helping ultra high-net-worth individuals, families, and not-for-profit organizations craft personalized investment strategies, with a particular focus on custom-tailored equity portfolios. With an extensive background as a portfolio manager, Wendy stands apart from many private wealth advisors by bringing a deep understanding of portfolio construction and an understa