Years of Industry Experience
Years with Neuberger Berman
Adam Rosenberg, Senior Vice President, joined the firm in 2005. Adam is the Head of Trust Tax for Neuberger Berman Trust Company N.A. and Neuberger Berman Trust Company of Delaware N.A. He is responsible for providing tax planning advice and oversees the preparation of all compliance returns. Prior to joining the firm, Adam was vice president at JPMorgan where he served as group manager in the Private Bank’s tax department. In that capacity, he was responsible for providing tax efficient solutions for high net worth individuals, trusts, and charitable foundations, as well as, overseeing the preparation and filing of individual and fiduciary tax returns. Adam received a BBA in Accounting from Hofstra University and an MS in Taxation from Widener University. Adam is a Certified Financial Planner and is enrolled to practice before the Internal Revenue Service. He is the past Chairman of the Committee of Banking Institutions on Taxation and CBIT Education Inc.