Stephanie Birrell Luedke, CFA is the Head of Private Wealth Management, a division of Neuberger Berman, responsible for providing customized wealth management advice and investment solutions to high net worth individuals, families, corporations and charitable organizations. In her current role, Stephanie oversees all aspects of the client franchises within the firm’s Wealth Management, Private Asset Management and Trust Company businesses. Prior to joining Neuberger Berman in 2019, she was the Global Head of Citi Investment Management for Citi Private Bank, where she oversaw the global investment teams responsible for developing comprehensive investment solutions and managing client portfolios across asset classes.
Stephanie was previously an Executive Vice President overseeing the Investment Department at Fiduciary Trust Company International, a wholly owned subsidiary of Franklin Templeton and a Vice President at Credit Suisse Asset Management. She also held various roles at Fidelity Management & Research in the Fund Analysis Group, INVESCO Management & Research in the Quantitative Equity Group, and Coopers & Lybrand in Audit.
Stephanie received her BA in Economics and Mathematics from St. Lawrence University. She has been awarded the Chartered Financial Analyst designation and is a member of the CFA Institute. She currently serves as a Trustee for the Cultural Institutions Retirement System, The Conference Board, Ridgefield Academy and St. Lawrence University.