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New York, NY
Phone: (212) 476-9837
Paul P. Saitta, CMFC, Vice President, joined Neuberger Berman Wealth Management in 2009 and currently oversees more than $600 million in assets. Paul works closely with wealthy families, family offices, endowments, foundations and institutions to help them design and implement strategic and tactical asset allocation strategies with a focus on managing risk and tax efficiency. Previously, Paul worked in numerous client and executive management capacities where his success led to a progressive career in management including the oversight of the investment divisions within some large well known money center financial institutions. Paul has served as an advisor to many securities and wealth management associations, groups and institutions, including the Security Industry and Financial Markets Association on the Private Client Group Committee, Morningstar’s product advisory board, Boston University’s Acadient Board, and the College for Financial Planning’s advisory board where he received the Chartered Mutual Fund Counselor (CMFC) designation. Paul graduated from Stonehill College and completed the three-year Securities Industry Institute (SII) program at the Wharton School of Business.
“With over 25 years of industry experience, I bring a deep understanding of the services and solutions available to private clients, and can help direct clients to appropriate strategies for their needs. I hope to become my clients’ trusted advisor, able to partner with their tax, legal, banking and investment professionals to develop comprehensive strategies. For me, Neuberger Berman’s exclusive focus on investment management sets it apart from its peers—it is a company run by investors, which helps it attract and retain stellar talent.”
—Paul P. Saitta, Wealth Advisor
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