Years of Industry Experience
Years with Neuberger Berman
Stephanie Luedke, CFA, is the Head of Private Wealth Management, a division of Neuberger Berman, dedicated to serving individuals and families by providing comprehensive wealth strategy and investment management advice. In her role, Stephanie oversees all aspects of the client franchises within the firm’s Wealth Management, Private Asset Management and Trust Company businesses. Prior to joining Neuberger Berman in 2019, she was the Global Head of Citi Investment Management for Citi Private Bank for seven years, where she oversaw the global investment teams responsible for developing investment solutions and managing client portfolios across asset classes. Stephanie was previously an Executive Vice President overseeing the Investment Department at Fiduciary Trust Company International, a wholly owned subsidiary of Franklin Templeton.
Stephanie received her BA in Economics and Mathematics from St. Lawrence University. She has been awarded the Chartered Financial Analyst designation and is a member of the CFA Institute. She currently serves as a Trustee for Ridgefield Academy and St. Lawrence University.