Managing Director, Private Wealth Management
Joined: 2004
(201) 585-7733
(201) 585-5444
and access,
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. She received her B.B.A. in Finance from The George Washington University and an M.B.A. from New York University.
