Bio

Beata is Managing Director, Chief Financial Officer and responsible for overseeing and managing Palisade Capital Management’s finance, accounting, tax, and operations functions, as well as the firm’s Private Wealth Management client service team. She is a member of Palisade’s Operating Committee. Prior to joining Palisade in 2017, Beata was an Associate Director at SS&C where she managed a number of teams responsible for all aspects of private equity funds including accounting, operations, and administration. Beata previously worked at McKinsey & Company, Natsource Asset Management, and Bear Stearns where she held various accounting, tax, and operations roles. She received her B.S. in Accounting from St. Francis College and is a Certified Public Accountant.