Years of Industry Experience
Years with Neuberger Berman
Holly Newman Kroft, Managing Director and Senior Wealth Advisor, joined the firm in 2005. Holly works closely with ultra-high net worth families to help develop customized investment solutions and address estate, legacy and philanthropic considerations. Holly also focuses on addressing the unique investment needs of endowments and foundations, from identifying cash flow needs to proper asset allocation and portfolio manager implementation. After receiving her BA from the University of Michigan, she began her career as an investment banking analyst at Oppenheimer & Company and later moved on to working at several boutique media and telecom advisory firms. Holly is consistently ranked by Barron’s as a top advisor in the U.S. and was named one of the 50 Most Influential Women in Private Wealth by Private Asset Management magazine in 2015. Holly is a regular contributor on "CNBC" and has participated on FOX Business’s “Wall Street Week”, Barron’s "Roundtable,” Yahoo Finance’s “On the Move” and Bloomberg’s Inspired Investing Conference. Holly serves on the Board of the Jewish Communal Fund, the Advisory Committee for the Hassenfeld Foundation and is a member of the Wall Street Strategic Council of UJA-Federation of New York.
Accolades referenced are issued by independent third-parties and may be based on a wide-range of criteria, which may include assets under management, revenue generated and satisfaction/quality assessments. Information regarding specific criteria is available upon request and generally may be found on such third-party’s website. Third-party accolades referenced do not reflect the experiences of any Neuberger Berman client and readers should not view such information as representative of any particular client’s experience or assume that they will have a similar investment experience as any previous or existing client. Third-party accolades are not indicative of the past or future performance of any Neuberger Berman product or service.