Years of Industry Experience
Years with Neuberger Berman
Joshua Bronstein, CFA, Senior Vice President, joined the firm in 2017. As a Wealth Advisor, Joshua works closely with his clients to create investment strategies that are customized to meet their unique financial objectives, with an expertise in the placement of assets across taxable, tax-exempt and trust accounts. Prior to joining the firm, Joshua was an Investment Advisor with JP Morgan Private Bank where he managed discretionary portfolios and created bespoke tactical investment solutions for high net worth individuals and institutions. Previously, he held positions at Morgan Stanley, PNC Capital Markets, and Moody’s Investors Service in fixed income. Joshua holds his FINRA Series 7 & 63 licenses and has been awarded the Chartered Financial Analyst designation. Joshua received an MBA from the NYU Stern School of Business, a BS from the Pennsylvania State University and has 18 years of financial services experience. He was recently named a Top 40 Advisor Under 40 by Financial Planning magazine and ranked by Forbes among the top Next Generation Wealth Advisors in the U.S. for 2018, 2019, 2020, 2021, 2022 and 2023. Additionally, Joshua was ranked a Top Wealth Advisor by Fobes for New York State for 2021 , 2022 and 2023.Joshua chairs the Emerging Leadership Council of the 92nd Street Y and is a member of the NYU Stern Alumni Finance Council and the Young Leadership Circle for the UJA-Federation of New York. He is also a guest lecturer for Columbia’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.