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Wealth Advisor
Wealth Advisor
Portfolio Management Team

Our Advisors

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Charles Allan
Charles Allan, CFA
Wealth Advisor
New York, NY
Peter Arbes
Peter Arbes
Wealth Advisor
New York, NY
Frank Aurichio
Frank Aurichio, CFP®, CPWA®
Relationship Manager
New York, NY
Patrick Bane
Patrick Bane
Wealth Advisor
New York, NY
Joshua Bronstein
Joshua Bronstein, CFA
Wealth Advisor
New York, NY
Henry Clark
Henry Clark
Wealth Advisor
Chicago, IL
Casey Crane
Casey Crane, CFA
Wealth Advisor
Tampa, FL
Laurie Davis
Laurie Davis
Relationship Manager
New York, NY
Diane Domenici
Diane Domenici
Wealth Advisor
New York, NY
Carrie Draper
Carrie Draper
Wealth Advisor
New York, NY
Seth Finkel
Seth Finkel
Senior Wealth Advisor
Julia Fowler
Julia Fowler
Wealth Advisor
New York, NY
John Glover
John Glover
Wealth Advisor
Palm Beach, FL
Brian Hahn
Brian Hahn
Senior Wealth Advisor
Chicago, IL
Marc Hamerling
Marc Hamerling
Wealth Advisor
New York, NY
Phil Hayden
Phil Hayden
Wealth Advisor
Palm Beach, FL
Lorin Henton
Lorin Henton
Wealth Advisor
Dallas, TX
Taylor Hillis
Taylor Hillis
Wealth Advisor
Chicago, IL
Michael Jacoby
Michael Jacoby
Wealth Advisor
Chicago, IL
Christopher Jennings
Christopher R. Jennings, CFA, CAIA, CFP®
Relationship Manager
New York, NY
Lacey Johnson
Lacey Johnson, CFP®
Wealth Advisor
New York, NY
Patrick Kenefick
Patrick Kenefick
Wealth Advisor
Tampa, FL
Michael King
Michael King
Wealth Advisor
Chicago, IL
Kenneth Marino
Kenneth Marino, CPWA®, CIMA®
Wealth Advisor
New York, NY
Nikki Marshall
Nikki Marshall
Wealth Advisor
New York, NY
Michael Mazza
Michael Mazza
Wealth Advisor
New York, NY
Kevin McGrath
Kevin McGrath, CFP®
Wealth Advisor
New York, NY
Zain Naqi
Zain Naqi
Wealth Advisor
Palm Beach, FL
Holly Newman Kroft
Holly Newman Kroft
Senior Wealth Advisor
New York, NY
Xavier Peoples
Xavier Peoples
Wealth Advisor
Atlanta, GA
William Peterson
William Peterson
Senior Wealth Advisor
New York, NY
Lisa Reed
Lisa Reed
Wealth Advisor
Los Angeles, CA
Kenneth Rende
Kenneth G. Rende
Wealth Advisor
New York, NY
Shawn Ryan
Shawn Ryan
Wealth Advisor
Tampa, FL
David Smith
David Smith
Relationship Manager
San Francisco, CA | New York, NY
Stephanie Stiefel
Stephanie J. Stiefel
Senior Wealth Advisor
New York, NY
Richard Szelc
Richard Szelc
Senior Wealth Advisor
Dallas, TX
Roger Tulcin
Roger H. Tulcin
Wealth Advisor
New York, NY
Jay Walesch
Jay Walesch
Relationship Manager
Atlanta, GA
Robert Ward
Robert Ward
Wealth Advisor
Morristown, NJ
John Whitehead
John Whitehead
Wealth Advisor
Dallas, TX
Seth Yerk
Seth Yerk
Investment Strategist
New York, NY

Teams at Neuberger Wealth

Our portfolio management teams create bespoke investment portfolios focused on you, your goals and achieving your purpose.

Team Kaminsky The BKS Select Investment Group The Capital Group The Eisman Group
The Fraenkel Group The Greene Group The Growth Strategies Group The KSE Value Group
The Kantor Group The Messinger Group The Nackenson Group The Paduano Group
The Rachlin Group The Sloate Group The Straus Group

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