Joshua Bronstein Named in Forbes Top Next-Gen Wealth Advisors in 2021

September 28, 2021

Neuberger Berman congratulates Joshua Bronstein of the Straus Group as he is ranked in the Forbes Top Next Generation Wealth Advisors for 2021*.

This marks Joshua’s fourth appearance of being named by Forbes as a top wealth advisor. Earlier in 2021, Joshua was ranked in the Forbes list, Best-In-State Wealth Advisors for New York City Private Wealth. He was also named on the Next-Gen Best-In-State Wealth Advisors list in 2019, and the America’s Top Next Generation Wealth Advisor list in 2018.

For Joshua’s contact information, please see the below:

Joshua A. Bronstein, CFA
Senior Vice President ­
New York, NY
Phone: (646) 497-4411

* The list includes more than 3,000 advisors considered for the Forbes Next-Gen ranking, nominated by their respective firms, then researched, interviewed and assigned a ranking by SHOOK Research.

The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance, or investment outcome. 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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