Laurie A. Davis, Senior Vice President, joined the firm in 1988. Before becoming a Wealth Manager in 2004, Laurie held positions at Neuberger Berman as a research associate and portfolio assistant. In her current role she works with her Wealth Management team in formulating comprehensive wealth plans custom-tailored to the clients' individual situations. This wealth planning process begins with new business proposals and includes an in-depth wealth assessment, asset allocation and investment strategy recommendations. Laurie received a BA from the University of Delaware and an MBA from Fordham University, Graduate School of Business. She is a board member for LIFT-New York.
“For over two decades, I have taken a very customized approach to develop integrated wealth management plans for my clients. Each client’s portfolio is unique, receiving a tailored comprehensive solution. I work with clients and their other professional advisors, focusing on their long-term personal and financial investment goals and objectives.”
—Laurie Davis, Wealth Manager