BIOGRAPHY

Carrie Draper

Wealth Advisor

New York
20

Years of Industry Experience

1

Years with Neuberger Berman

Carrie B. Draper, Senior Vice President, joined Neuberger Berman as a Wealth Advisor in Private Wealth Management in 2022. In this capacity Carrie is responsible for providing wealth management solutions for high-net-worth individuals, families, endowments, and foundations. With an extensive tenure of financial and investment management experience, she advises and assists clients on public and private investments, fixed income, alternative investments, custody needs, as well as sophisticated estate planning and charitable strategies.

Prior to assuming her current role, Carrie was a Senior Vice President with Bank of America Private Bank, formally US Trust where in addition to traditional investment management solutions, she focused on working with entrepreneurs with privately held companies. She specialized in offering guidance on succession planning, exit strategies, and helped to deliver professional oversight and analysis to support entrepreneurs’ post sale wealth management needs in the New York City and the surrounding metropolitan area.

Carrie received a BA from William Paterson University.