WHO WE ARE

Empowering current and future generations

Our Approach

Harnessing our rich history in helping individuals and families achieve their investment objectives, NB Private Wealth brings together the powerful combination of planning and investments in one boutique platform. We understand that the needs across generations are distinct and becoming more complex. Relationships forged over decades ensure this process is built on a foundation of stability and trust.

Highlights1

80+

Years Serving Individuals and Families

$72bn

Assets Under Management

43

Advisory Teams

25+

Average Years of Investment Experience for PMs

About Neuberger Berman

An Evolution Inspired by Client Partnership.

Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 26 countries, Neuberger Berman’s diverse team has over 2,600 professionals. For eight consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). Neuberger Berman is a PRI Leader, a designation, since last assessed, that was awarded to fewer than 1% of investment firms for excellence in Environmental, Social and Governance (ESG) practices. In the 2021 PRI Assessment, the firm obtained the highest possible scoring for its overarching approach to ESG investment and stewardship, and integration across asset classes. The firm manages $463 billion in client assets as of December 31, 2023.

For more information, please visit the Neuberger Berman website at www.nb.com

Our Values

A commitment to service is fundamental to our culture. Whether it is our clients, our colleagues or our communities, we have dedicated ourselves to leveraging our skills, experience and resources to make a positive impact.

Learn More About Our Values

Commitment to Community

Environmental, Social & Governance

Equity, Inclusion & Diversity

Corporate & Social Responsibility

Join our team at NB Private Wealth

Careers

1 As of December 31, 2023

This material is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of this material and is subject to change without notice. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. Investing entails risks, including possible loss of principal.

Firm data, including employee and assets under management figures, reflect collective data for the various affiliated investment advisers that are subsidiaries of Neuberger Berman Group LLC (the “firm”). Firm history and timelines include the history and business expansions of all firm subsidiaries, including predecessor entities and acquisition entities. Investment professionals referenced include portfolio managers, research analysts/associates, traders, product specialists and team-dedicated economists/strategists.

NB Private Wealth utilizes the Neuberger Berman investment platform of equity, fixed income and alternative products and strategies as its primary investment option. Non-Neuberger Berman products and strategies are also available on a limited basis and generally as a complement to Neuberger Berman offerings. Neuberger Berman’s preference for proprietary products and strategies may result in incremental benefits to Neuberger Berman, its affiliates and their respective employees. Tax planning, trust and estate administration services, and fiduciary services are services offered by Neuberger Berman Trust Company. “Neuberger Berman Trust Company” is a trade name used by Neuberger Berman Trust Company N.A. and Neuberger Berman Trust Company of Delaware N.A. which are affiliates of Neuberger Berman Group LLC.

Services provided by the members of your NB Private Wealth team may be provided in their capacities as registered representatives of Neuberger Berman BD LLC (“NBBD”), a registered broker-dealer, or in their capacities as supervised persons of Neuberger Berman Investment Advisers LLC (“NBIA”), a registered investment adviser. Wealth planning services are provided by NBBD. Wealth analyses and wealth planning analyses are intended solely for informational and discussion purposes to educate investors on financial topics and help investors better understand their financial profile and evaluate possible options. They are not financial plans and Neuberger Berman does not offer financial planning services. A wealth analysis or wealth planning analysis is a one-time analysis and Neuberger Berman does not undertake to provide any ongoing or periodic review, follow-up or monitoring of any of the topics covered in the analysis. The analysis and any related discussions do not constitute investment advice and are not part of any investment advisory or fiduciary services offered by Neuberger Berman or its affiliates. A client should not base major life decisions, such as retirement and spending goals, solely on the analysis. Philanthropic Services are provided as a courtesy by the Neuberger Berman Foundation and are for informational and discussion purposes only. Neuberger Berman is not acting in a fiduciary capacity or recommending any specific philanthropic or charitable activities. Recipients of Philanthropic Services should consult their own tax or legal advisors before implementing any philanthropic or charitable activities.

Neuberger Berman Investment Advisers LLC is a registered investment adviser and an affiliate of Neuberger Berman BD LLC, a registered broker-dealer and member FINRA/SIPC. The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.