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Through its philanthropic activities, Neuberger Berman seeks to strengthen our relationships with all our constituents — our community, employees and clients.
We Are Investors
“We are investors” helps explain the essence of our firm. This simple, singularly focused identity helps define what attracts clients and inspires colleagues who come to work every day and share in our mission–to partner with our clients to achieve their unique objectives.
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Inside Neuberger Berman
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Phone: (312) 325-2233
Robert W. Holt, Senior Vice President, joined the firm as a Wealth Advisor in 2008. Prior to joining the firm, he was a managing director in the Wealth Management group at JP Morgan and a senior vice president at Northern Trust. Robert began his career in the industry in 1978 at Sears Bank. He received a BA from Michigan State University and a JD from John Marshall Law School.
“I have been involved with addressing a wide range of financial needs for wealthy families for over 30 years. I have a background in estate and tax planning as well as personal financial planning. With extensive multi-disciplined experience and having witnessed several market downturns between 1987 and 2011, I have learned the value of patience and the importance of adding value to my client relationships. These guiding principles, along with a strong technical background, are immeasurable in helping my clients stay on track towards achieving their financial goals.”
—Robert W. Holt, Wealth Advisor
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