Years of Industry Experience
Years with Neuberger Berman
Charles E. Allan, CFA, Senior Vice President, joined the firm in 1996, initially in mutual fund sales and later as a Wealth Advisor Associate. In his current role, he provides financial counseling services to high net worth individuals. Prior to joining the firm, Charles worked as a benefits analyst for ADP Benefits Services, where he began his career. He received a BA from the University of Richmond and has been awarded the Chartered Financial Analyst designation.