Lisa H. Reed, Senior Vice President, joined the firm in 1998. As a Wealth Advisor, Lisa is responsible for investment management for high net worth individuals, small corporations, foundations and endowments in the greater Los Angeles area. Prior to joining Neuberger Berman in 1998, Ms. Reed was Vice President and Senior Portfolio Manager at Scudder Kemper Investments for more than ten years. In addition, Ms. Reed spent four years as Supervisor of Operations and Settlements at Morgan Stanley International (London) and Wilshire Associates. Ms. Reed received a BA in International Business from the University of North Carolina at Chapel Hill. She has more than thirty years of investment management experience and is a member of the CFA Institute and the CFA Society of Los Angeles. Ms. Reed was honored by California State Senator Carol Liu with the 2014 Pathways: Women Mean Business award for Outstanding Corporate Woman for her exceptional contribution to the greater good of the economy and the community through advancing business, economic vitality, diversity and quality of life.
“For three decades, I have managed a client-focused advisory practice designed to deliver customized investment solutions and exceptional, highly personalized service to individual and institutional clients. With more than 30 years of industry experience in the U.S. and Europe, formerly as a senior portfolio manager and, today, as a relationship manager, I offer in-depth knowledge of the global market environment and investing, as well as a unique understanding of my clients’ diverse financial needs.”
—Lisa H. Reed, Wealth Advisor