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Palm Beach, FL
Phone: (561) 805-6005
Catherine Zieman, CIMA®, CFPS®, Vice President, joined the firm in 2013 as a Wealth Advisor in Palm Beach, Florida. Previously, Catherine spent 17 years as a senior wealth strategist at Northern Trust Bank, providing sophisticated financial and estate planning solutions to individuals and foundations. Previously, she spent several years at Charles Schwab and Dean Witter Reynolds in similar capacities. Catherine graduated with a BS from Edison College and attained the Certified Investment Management Analyst designation and is a Certified Financial Planner.
“Helping you achieve and maintain financial security is a priority for me. Whether your investment goal is growth, income or capital preservation, I will partner with Neuberger Berman’s experienced portfolio managers to develop a risk-balanced strategy that can help provide peace of mind for you and your family.”
—Catherine Zieman, Wealth Advisor
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