Adon Vanwoerden, CFA, Senior Vice President, joined the firm in 2015. Adon is an Investment Strategist within Neuberger Berman Wealth Management and is responsible for working directly with clients on the design, implementation, and monitoring of customized investment solutions. In coordination with the Investment Strategy Group, he provides asset allocation, investment strategy, manager selection and performance analytics for the team. Prior to joining Neuberger Berman, Adon worked at Merrill Lynch as an Investment Strategist for the Office of the CIO. Adon earned a BA in Economics and Political Science from Vassar College and has been awarded the Chartered Financial Analyst designation (CFA®). He maintains FINRA series 7 and 66 licenses.
“My goal is to help clients preserve and grow their wealth through comprehensive, customized investment solutions that address their long-term objectives and unique considerations. In collaboration with our clients and their legal and tax advisors, I strive to build focused wealth management strategies designed to cope with the constantly evolving market landscape and clients’ fluid financial picture.”
— Adon Vanwoerden, Wealth Advisor Associate