Tripp Taylor, CFA

Senior Wealth Advisor

San Francisco

Years of Industry Experience


Years with Neuberger Berman

Tripp Taylor, CFA, Managing Director, joined the firm in 2003. As a Senior Wealth Advisor, Tripp works closely with his clients to develop personalized investment solutions to meet their long-term financial goals. Previously, he held positions at Rochdale Investment Management, Citigroup Private Bank and John Hancock Funds. Tripp received a BBA from the University of Texas at Austin and an MBA from Thunderbird, The American Graduate School of International Management. He holds the designation of Chartered Financial Analyst and is a member of the Investment Analyst Society of San Francisco and the Association of Investment Management and Research. Tripp was ranked on Barron’s Top 1,200 Financial Advisors list for the seventh consecutive year, named #45 in California in 2022.

Accolades referenced are issued by independent third-parties and may be based on a wide-range of criteria, which may include assets under management, revenue generated and satisfaction/quality assessments. Information regarding specific criteria is available upon request and generally may be found on such third-party’s website. Third-party accolades referenced do not reflect the experiences of any Neuberger Berman client and readers should not view such information as representative of any particular client’s experience or assume that they will have a similar investment experience as any previous or existing client. Third-party accolades are not indicative of the past or future performance of any Neuberger Berman product or service.

I strive to become my clients' most trusted advisor. I work closely with my clients through an open dialogue to help create and implement a personalized investment solution. I am committed to helping them achieve financial security by optimizing an investment plan that seeks to meet their investment goals as well as any needs of future generations or their charitable interests.

- Tripp Taylor, Senior Wealth Advisor