Years of Industry Experience
Years with Neuberger Berman
Tracy Meyer, CFP®, Senior Vice President, joined the firm in February 2007. Tracy is a Client Relationship Manager for the Kantor Group, a portfolio management team within Neuberger Berman. Tracy is responsible for managing relationships for individual clients and family groups, preparing investment proposals and financial planning, and is the liaison between the portfolio management group and the trading desk. Prior to joining Neuberger Berman, she worked at H.A. Schupf & Co., LLC as a client relationship specialist. Tracy began her career at Warburg Pincus and has been servicing high net worth clients for over 20 years. Tracy earned her MBA from Clarkson University.