Years of Industry Experience
Years with Neuberger Berman
Paul W. Lanks, Managing Director, Chief Operating Officer of Private Wealth Management, joined the firm in 2013. In this role, Paul partners with key stakeholders to advance strategic growth initiatives aimed at elevating the client experience across a number of dimensions. Previously, Paul served as Head of Strategy & Execution for Private Wealth Management and Head Global Product Innovation & Market Intelligence for the firm.
Prior to joining Neuberger Berman, Paul covered the Broker, Asset Manager & Exchange sector as a sell-side equity research analyst at J.P. Morgan, and also spent time at Morgan Stanley both in the Financial Institutions Group within Investment Banking and the Global Product Development Group within Investment Management.
Paul holds a B.A. from Tufts University and an M.B.A. from the UCLA Anderson School of Management. He is also Series 7, 63, 86 and 87 certified.