Profil
Mr. Bernard J.
Picchi, CFA, is a Managing Director of Private Wealth Management at Palisade Capital Management LLC.
Prior to joining Palisade in July 2009, Mr. Picchi 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, Mr. Picchi was Director of U.S.
Equity Research from 1995 to 1999 at Lehman Brothers.
Prior to this, he was an “All Star” Energy Analyst (12 years) at Salomon Brothers and Lehman Brothers.
He holds a B.S.
degree in Foreign Service (Economics, Government and History) from Georgetown University.
Mr. Picchi is a CFA Charterholder.
Postes actifs de Bernard Joseph Picchi
| Sociétés | Poste | Début |
|---|---|---|
Palisade Capital Management LP
Palisade Capital Management LP Investment ManagersFinance Palisade employs a comprehensive, bottom-up, fundamental investment philosophy. The firm seeks to minimize downside risk, while striving for consistent and attractive return potential by focusing on investing in companies where opportunity and value present themselves. | Gestionnaire de Portefeuille-Actions | 01/07/2009 |
Anciens postes connus de Bernard Joseph Picchi
| Sociétés | Poste | Fin |
|---|---|---|
Federated Investment Management Co.
Federated Investment Management Co. Investment ManagersFinance FIMCO offers a broad range of investment strategies, from liquidity solutions to high active share global and regional equities to active credit and private markets. Each investment team works with Responsible Investing Office personnel as they look to incorporate proprietary ESG tools and insights from our in-house engagement and stewardship team, EOS at Federated Hermes. | Directeur de la Recherche - Actions | - |
Willow Rock Associates LLC | Corporate Officer/Principal | 01/06/2009 |
| MERCER INTERNATIONAL INC. | Directeur/Membre du Conseil | - |
Salomon Brothers
Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank. | Corporate Officer/Principal | - |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Analyst-Equity | - |
Formation de Bernard Joseph Picchi
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 9 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Palisade Capital Management LP
Palisade Capital Management LP Investment ManagersFinance Palisade employs a comprehensive, bottom-up, fundamental investment philosophy. The firm seeks to minimize downside risk, while striving for consistent and attractive return potential by focusing on investing in companies where opportunity and value present themselves. | Finance |
Mercer International, Inc.
Mercer International, Inc. Pulp & PaperProcess Industries Manufactures and sells pulp | Process Industries |
Wall Street Access LLC
Wall Street Access LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Kidder Peabody
Kidder Peabody Investment Banks/BrokersFinance Engaged in investment banking, brokerage and trading | Finance |
Federated Investment Management Co.
Federated Investment Management Co. Investment ManagersFinance FIMCO offers a broad range of investment strategies, from liquidity solutions to high active share global and regional equities to active credit and private markets. Each investment team works with Responsible Investing Office personnel as they look to incorporate proprietary ESG tools and insights from our in-house engagement and stewardship team, EOS at Federated Hermes. | Finance |
Salomon Brothers
Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank. | Finance |
Georgetown University
Georgetown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Willow Rock Associates LLC |
















