Charles Allan, CFA

Wealth Advisor

New York

Years of Industry Experience


Years with Neuberger Berman

Charles E. Allan, CFA, Senior Vice President, joined the firm in 1996, initially in mutual fund sales and later as a Wealth Advisor Associate. In his current role, he provides financial counseling services to high net worth individuals. Prior to joining the firm, Charles worked as a benefits analyst for ADP Benefits Services, where he began his career. He received a BA from the University of Richmond and has been awarded the Chartered Financial Analyst designation.