Years of Industry Experience
Years with Neuberger Berman
Courtney OBrien joined Neuberger Berman in 2019. Courtney is a Portfolio Analyst for the Fraenkel Group within the firm’s NB Private Wealth division. She works closely with the team’s Senior Portfolio Managers to monitor and maintain client portfolios, provide comprehensive support to clients and wealth advisors, and engage in equity research. She holds FINRA Series 7 & 66 licenses. Courtney is a CFA® Program participant, CFA Institute and has completed Level I in 2022. Courtney received a Bachelor of Arts degree from Wellesley College.