Judith A. Kenney, CFP, Managing Director, joined the firm in 1988. As a Wealth Advisor, Judy works with private clients to develop personalized solutions in the process of creating an integrated wealth management plan. This process encompasses investment management as well as tax, estate and philanthropic plans. Prior to joining Neuberger Berman, Judy was a Vice President and Trust Officer in large money center banks based in Boston and New York. Judy earned a MED/BA from Boston College and a MBA from Babson College. Judy has been awarded the Certified Financial Planner designation.
“For over two decades, I have worked with private clients, smaller foundations and endowments to design customized solutions to help achieve their goals, taking into consideration investment objectives, income needs, tax situation and risk tolerance. I believe the primary goal of asset allocation is to enhance the long term risk/return profile and seek to mitigate risk through diversification.”
—Judith A. Kenney, Wealth Advisor