Years of Industry Experience
Years with Neuberger Berman
Donna Leone, Senior Vice President, joined the firm in 2005. Donna is the Client Relationship Manager for The Sloate Group. She manages all aspects of the client relationship from onboarding, strategy allocation, wealth analysis and life cycle decisions. Previous to joining the firm, Donna was the Client Relationship Manager and Chief Operating Officer at a privately owned investment firm which was acquired by Neuberger in 2005. She and her partner have worked together since 1980 bringing investment expertise and personal service to their clients.