Years of Industry Experience
Years with Neuberger Berman
Joshua Bronstein, CFA, Senior Vice President, joined Neuberger Berman in 2017. As a Wealth Advisor, he collaborates closely with clients to develop tailored investment strategies that align with their distinct financial goals, specializing in asset allocation across taxable, tax-exempt, and trust accounts. Before joining Neuberger Berman, Joshua served as an Investment Advisor at JP Morgan Private Bank, where he managed discretionary portfolios and crafted customized tactical investment solutions for high-net-worth individuals and institutions. His prior experience includes roles at Morgan Stanley, PNC Capital Markets, and Moody’s Investors Service, focusing on fixed income.Joshua holds FINRA Series 7 & 63 licenses and is a Chartered Financial Analyst (CFA). He earned an MBA from NYU Stern School of Business and a BS from Pennsylvania State University, bringing 19 years of experience in financial services to his role. Joshua’s team was recently ranked #90 among Barron's Top 250 Wealth Management Teams in the United States for 2025. Additionally, he has been recognized by Forbes as one of the Top Next Generation Wealth Advisors in the U.S. from 2018 through 2023 and as a Top Wealth Advisor for New York State in 2021, 2022, and 2023.Beyond his professional achievements, Joshua chairs the Emerging Leadership Council of the 92nd Street Y and is actively involved with the NYU Stern Alumni Finance Council and the Young Leadership Circle for the UJA-Federation of New York. He also contributes as a guest lecturer for Columbia University's Masters in Wealth Management program and NYU Stern School of Business.
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.
