Our Advisors Ranked in 2024 Forbes' Top Women Advisors Lists

February 09, 2024

Congratulations to our wealth management professionals honored in Forbes’ 2024 Lists of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-in-State.

The eighth annual ranking of Forbes/SHOOK America’s Top Women Wealth Advisors features 100 women across the United States who manage cumulative assets of nearly $284 billion. The Top Women Wealth Advisors Best-in-State features 1,991 women managing cumulative assets of over $2.8 trillion. These lists were compiled by SHOOK Research, which used financial data and interviewed candidates nominated by their firms to rank advisors. We are excited to share that two of our advisors have been honored by Forbes/SHOOK Research for their leadership and success in this year’s rankings.

Holly Newman Kroft #26 #4
Stephanie J. Stiefel #31 #5

Data provided by SHOOK® Research, LLC. Data as of September 30, 2023 . America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.

Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see SHOOK is a registered trademark of SHOOK Research, LLC.

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.

The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.