Holly Newman Kroft featured in Barron’s “Best Advisor Interviews: 10 Answers to Get You Thinking"

January 04, 2022

Holly Newman Kroft, Wealth Advisor, Managing Director at Neuberger Berman, was recently featured for a compilation article of Barron’s “Best Advisor Interviews” of 2021. The article included a range of topics, such as best practices, building a business, work-life balance and everything in between. Holly discussed her role as a working mother, setting priorities and how being adaptable can benefit your business.

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The 2021 Barron's “Top 100 Women Financial Advisors” and "Top 100 Financial Advisors" rankings listed America's top advisors, as identified by Barron's. Advisors who wish to be ranked fill out a 102-question survey about their practice. Barron's verifies that data with the advisors' firms and with regulatory databases and then apply their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets, (2) Revenue (3) Quality of practice. In each of those categories, Barron's does multiple sub-calculations. In evaluating advisors, Barron's also considered the type of assets and qualitative factors, such as advisors' experience, their advanced degrees and industry designations, the size and shape of their teams, their charitable and philanthropic work, and their compliance records. Investment performance was not an explicit criterion because performance is often a function of each client's appetite for risk. Third-party accolades referenced do not reflect the experiences of any Neuberger Berman client and readers should not view such information as representative of any particular client's experience or assume that they will have a similar investment experience as any previous or existing client. Third-party accolades are not indicative of the past or future performance of any Neuberger Berman product or service.

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