Palisade Capital Securities LLC

Description

Founded in 1995, Palisade Capital’s founding principals have worked together for over 30 years. As of July 31, 2012, the firm’s dedicated investment teams managed approximately $3.5 billion of assets for a variety of clients and products, including large corporations, foundations, endowments, ERISA plans, mutual funds, hedge funds, private limited partnerships, offshore commingled funds, family offices and high net worth individuals.

Palisade's mission is to safeguard and enhance personal wealth. We provide comprehensive investment management services tailored to meet each client's unique needs. We provide our clients the highest quality service, delivered by qualified, experienced professionals.

Palisade Capital Management, L.L.C. was founded in April 1995. Palisade's founding principals have worked together for over 35 years, managing assets for individuals since 1968 and for institutions since 1981.

In this role, David will lead Palisade’s institutional sales, marketing, and client service departments, and will report to Chief Operating Officer Jeffrey Serkes. David joins Palisade with 25 years of sales experience in investment management, including over 15 years of institutional focus. David was most recently at Crosswind Investments, a start-up investment boutique. Previously, David was at Pyramis Global Advisors, where he was Senior Vice President and Head of Global Consultant Relations.

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