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FG

Frank Galdi

Partner, Chief Risk Officer and Deputy Chief Investment Officer at Palisade Capital Management, LP

New York, NY , United States

About

Frank Galdi is a partner, Chief Risk Officer, and Deputy Chief Investment Officer at Palisade Capital Management, LP, based in the New York metropolitan area. In his current role, he oversees both portfolio and enterprise risk management, focusing on identifying and mitigating investment risks across all strategies at the firm. His responsibilities include designing and implementing risk frameworks and analytics to support the firm's investment decision-making process, with particular emphasis on alternative investments, equities, and asset management.

With more than 20 years in the investment management industry, Frank brings deep expertise in buy-side risk management, portfolio analytics, and structured credit. Prior to joining Palisade, he held senior investment and risk management roles at New York Life and Bear Stearns, where he was involved with structured credit strategies and buy-side risk surveillance. His experience covers a broad range of asset classes, including alternative investments and structured finance products.

Frank holds an MBA in Finance from Pace University's Lubin School of Business, where he was inducted into the Beta Gamma Sigma honor society. He also earned a BA in Accounting from Pace University and is recognized for his leadership skills and problem-solving abilities in complex financial environments. Noteworthy contributions include developing risk management systems and fostering shared learning within the industry.

Career History

OrganizationRoleDate RangeDetails
Palisade Capital ManagementPartner, Chief Risk Officer and Deputy Chief Investment OfficerApr 2014 to Present
New York Life Insurance CompanyVice President and Head of Investments - Wealth ManagementJan 2011 to Apr 2014
Head of Investments & Chairman of Investment Committee - Wealth Management Division
New York Life Insurance CompanyVice President - Office of the Chief Investment OfficerJul 2008 to Dec 2010
Investment Officer for NYL Pension plans and Investment strategies offered through insurance products/Voting member of Fund Committee
Bear Stearns & Co.Managing Director and Principal - Asset ManagementJan 2000 to Jan 2008

Education

Pace University

Master of Business Administration, Finance

Pace University

Bachelors, Accounting

Skills & Expertise

Microsoft Excel
Microsoft Office
Project Management
Business Development
Change Management
Customer Service
Alternative Investments
Fixed Income
Bonds
Capital Markets
Derivatives
Investments
Bloomberg
Asset Allocation
Investment Advisory
Financial Services
Asset Managment
Equities
Wealth Management
Mutual Funds
Strategic Financial Planning
Investment Strategies
Risk Management
Asset Management
Separately Managed Accounts
ETFs
Securities
Hedge Funds
Investment Management

Others at Palisade Capital Management, LP (20)

NameRoleLocation
B
Bernie Picchi
Managing DirectorFort Lee, NJ , United States
B
Bill Lee
Partner, Senior Portfolio Manager, Convertible StrategiesHaworth, NJ , United States
B
Brian Deitelzweig
MANAGING DIRECTOR OF TRADINGNew York, NY , United States
Chris Henderson
Chris Henderson
Managing Director, Head of Business DevelopmentFort Lee, NJ , United States
C
Claudio Giurgiu
Managing Director, Chief Technology OfficerNew York, NY , United States
Dawn Brock
Dawn Brock
Partner, Associate Portfolio Manager, Palisade Capital Management, L.L.C.New York, NY , United States
Don Triveline
Don Triveline
Vice President Business DevelopmentAnn Arbor, MI , United States
Garo Norian
Garo Norian
Senior Vice President of ResearchFort Lee, NJ , United States
J
Jack Feiler
President and Chief Information OfficerNew York, NY , United States
Joe Dorley
Joe Dorley
Assistant Vice PresidentNew York, NY , United States
Showing 1-10 of 20 team members

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