35
Years of Industry Experience
35
Years with Neuberger Berman
Laurie Davis, Senior Vice President, joined the firm in 1988. Before becoming a Relationship Manager in 2004, Laurie held positions at Neuberger Berman as a research associate and portfolio assistant. In her current role she works with her Wealth Management team in formulating comprehensive wealth plans custom-tailored to the clients' individual situations. This wealth planning process begins with new business proposals and includes an in-depth wealth assessment, asset allocation and investment strategy recommendations. Laurie received a BA from the University of Delaware and an MBA from Fordham University, Graduate School of Business. She is a board member for LIFT-New York.