Bernard Joseph Picchi

Managing Director of Private Wealth Management at Palisade Capital Management LLC

Bernard Joseph Picchi

Bernard Joseph Picchi

Managing Director of Private Wealth Management at Palisade Capital Management LLC

Overview
Career Highlights

Willow Rock Associates LLC

RelSci Relationships

2443

Number of Boards

1

Birthday

1950

Age

70

Number of Awards

1

Contact Data
Trying to get in touch with Bernard Joseph Picchi? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Relationships
RelSci Relationships are individuals Bernard Joseph Picchi likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Founder at Palisade Capital Management LLC

Relationship likelihood: Strong

Co-Founder at Palisade Capital Management LLC

Relationship likelihood: Strong

Fund Advisor at Palisade Capital Management LLC

Relationship likelihood: Strong

Senior Advisor, Board Member, Private Equity at Palisade Capital Management LLC

Relationship likelihood: Strong

Fund Advisor at Palisade Capital Management LLC

Relationship likelihood: Strong

Managing Director, Senior Portfolio Manager at Palisade Capital Management LLC

Relationship likelihood: Strong

Managing Director & Senior Portfolio Manager at Palisade Capital Management LLC

Relationship likelihood: Strong

Managing Director, Private Wealth Management at Palisade Capital Management LLC

Relationship likelihood: Strong

Fund Advisor at Palisade Capital Management LLC

Relationship likelihood: Strong

Managing Director, Head of Institutional Sales & Investor Relations at Palisade Capital Management LLC

Relationship likelihood: Strong

In The News
Tampa Bay Times
January 15, 2020
Experts: Market would rebound from war in gulf
Paths to Bernard Joseph Picchi
Potential Connections via
Relationship Science
You
Bernard Joseph Picchi
Managing Director of Private Wealth Management at Palisade Capital Management LLC
Education
Graduate

The Edmund A. Walsh School of Foreign Service (SFS), founded in 1919, is a premier school of international affairs. At Georgetown’s Washington, D.C. and Qatar campuses, SFS provides a rigorous education combining theory and practice and instills the values of service. School of Foreign Service provides students a rigorous education in international affairs that combines theory and practice and instills the values of service to others, offered by a faculty of outstanding scholars and practitioners who are committed to teaching, learning and discovery.

Memberships
Member
Current

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Career History
Managing Director of Private Wealth Management
2009 - Current

Palisade Capital Management employs a comprehensive, bottom-up, fundamental investment approach. The firm focuses on small-cap core equity strategies and a variety of convertible security investment strategies. These strategies include: small cap core equity, focused all cap equity, convertible securities, short duration convertible securities, hedged convertibles, private equity, and hedged equity.Palisade provides continuous advice to institutional and individual private high net-worth clients through separately managed accounts. For these accounts, the firm's investment recommendations generally include advice regarding: exchange-listed securities, securities traded over-the-counter, foreign issuers, warrants, corporate debt securities (other than commercial paper), municipal securities, mutual fund shares, ETFs, US governmental securities, options contracts on securities, and options contracts on commodities.Palisade offers private wealth management services on a discretionary basis to high net-worth individuals through separately managed accounts. These accounts typically include the securities of individual issuers, however smaller accounts may also utilize mutual funds and ETFs to obtain an appropriate level of diversification. The investment strategies for these accounts include: growth, preservation of principal/income, and balanced/conservative.Palisade, as a sub-advisor, provides discretionary portfolio management services to several mutual fund clients, all of which are registered under the Investment Company Act of 1940: 1290 VT Convertible Securities Portfolio, 1290 Convertible Securities Fund, State Street Institutional Small-Cap Equity Fund, and State Street Small-Cap Equity V.I.S. Fund.Palisade provides investment advisory services to SEI Trust Co. through the management of the Palisade Capital Master Collective Trust, a bank-maintained trust that holds the commingled assets of certain participating qualified corporate and governmental retirement plans. The firm serves as the investment advisor to the Palisade Capital Small Cap Core Collective Fund, a separate investment portfolio SEI Trust Co.Palisade provides discretionary advice to the Palisade Strategic Master Fund (Cayman) Ltd. and its affiliated feeder entities, a private hedge fund using a hedged convertibles investment strategy, and to the Palisade Long Short Alpha Master Fund (Cayman) Ltd. and its affiliated feeder entity Palisade Long Short Alpha Fund (Domestic) LLC, a private hedge fund using a hedged equity investment strategy.The firm also acts as the investment advisor to various private equity partnerships.

Analyst
2006 - Current

Wall Street Access Corporation was founded in 1990 and is based in New York. Wall Street Access Corporation provides securities trading and brokerage services. Wall Street Access Corporation was formerly known as Wall Street Investor Services and changed its name in 1996.

Fund Advisor
2000 - 2002

At Principal Global Investors, designing and delivering the investment solutions that our clients need, when they need them, is our singular and constant focus—and the diverse group of specialized investment boutiques that comprise our asset management business are an important factor in this endeavor. We offer investment strategies that support the growing demand for income and yield, and we leverage our quality-focused alpha and beta offerings in both developed and emerging markets. Our multi-boutique strategy is designed to provide comprehensive investment solutions for our clients. Our growing network of specialized investment boutiques and teams delivers focused areas of expertise in several areas: asset allocation, equities, fixed income, real estate, currency management, stable value, and other structured investment strategies.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$500 - $999
2007

TO PROVIDE HOSPICE AND PALLIATIVE CARE TO TERMINALLY ILL PATIENTS AND THEIR FAMILIES THROUGHOUT CONTRA COSTA, SOLANO, AND ALAMEDA COUNTIES.

Political Donations
$500
1992

Former Governor of Nebraska

$500
1990

Former Senator from Idaho

Awards & Honors
CFA (Chartered Financial Analyst)
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Bernard Joseph Picchi. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Bernard Joseph Picchi's profile does not indicate a business or promotional relationship of any kind between RelSci and Bernard Joseph Picchi.