Sam Petrucci

Head of Advice, Planning & Fiduciary Services

New York

Years of Industry Experience


Years with Neuberger Berman

Sam Petrucci is a Managing Director of Neuberger Berman in the Private Wealth Management division, based in New York. He is the Head of Advice, Planning & Fiduciary Services, which is comprised of in-house tax, trust and estate attorneys, certified financial planners, certified public accountants and fiduciary specialists. Together, they advise clients in areas such as estate planning, tax planning, life insurance, philanthropy and wealth education. In addition, they cater to the estate and trust administration needs of wealthy families through Neuberger Berman Trust Company N.A. Sam previously spent 5 years at Deutsche Bank, where he was Global Head of Wealth Planning and Chairman of the Trust Company. Prior to that, he spent 17 years at Credit Suisse as Head of the Wealth Planning Group, which he co-founded. Sam is nationally recognized having been featured/quoted in leading publications including The New York Times, The Wall Street Journal and The Financial Times. The comprehensive suite of advisory solutions he has developed make him an innovator in his field. He has also lectured before numerous professional organizations and written extensively on wealth planning. He holds a B.A. from the University of Pittsburgh, J.D. from Widener University School of Law and LL.M in Taxation from Villanova University School of Law.