Senior Portfolio Associate
20 Years of industry experience
21 Years with Neuberger Berman
Alison J. Lage, Senior Portfolio Associate, joined Neuberger Berman in 1998 and the Straus Group in 2008. Prior to that, she worked at Sanford C. Bernstein & Co. Inc. as a Client Service Representative. As a Senior Portfolio Associate, Alison works closely with our managers and other team members to effectively service client portfolios including overseeing onboarding, monitoring client portfolios, and coordinating with clients’ and their representatives such as accountants and attorneys. She received her Bachelor of Science in Business Management from Arizona State University. Alison has over 2 decades of investment experience as well as FINRA Series 7 and 63 licenses. Alison is a native of Brooklyn, NY and enjoys traveling and scuba diving.