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Courtney Perez, CFP®
Senior Portfolio Associate
New York

Biography

11 Years of industry experience
11 Years with Neuberger Berman
Courtney Perez, Senior Portfolio Associate, joined Neuberger Berman 2008. As a Senior Portfolio Associate, Courtney works closely with the Straus Group Portfolio Managers and other team members to effectively service client portfolios including overseeing onboarding, monitoring client portfolios and coordinating with clients’ representatives such as accountants and attorneys. Courtney other responsibilities include leading the Straus Group’s financial planning analysis efforts, where she works with clients to identify their long term goals, review their financial status and analyze how those goals can be achieved. In her free time, Courtney enjoys traveling around the world, cooking and watching European soccer. Courtney is a graduate of James Madison University. She holds her FINRA Series 7 and 66 securities licenses and is a CFP® certificant.