Stephanie J. Stiefel, CPA, Managing Director, joined Neuberger Berman in 1990. Stephanie is the Head of Client Development for the Straus Group, within the firm’s Private Asset Management division. Prior to her current position, she served as Head of Wealth Management, leading a team providing high net worth individuals and families, as well as small to medium-sized institutions, with discretionary investment management and trust services. Prior to joining the firm, Stephanie worked for Arthur Andersen & Co. as a personal financial planner and senior tax manager, specializing in tax consultation, financial planning and family wealth issues. She earned a BA from Queens College and is a Certified Public Accountant. Stephanie established a Charitable Remainder Trust in memory of her late husband at Lehigh University.
She serves on the Board of the Faculty of Arts and Sciences at New York University and is a Trustee on the Board at Queens College. She has previously served as the Head of the Investment Committee at Queens College, and was a member of the Central Synagogue Board of Directors and the Jewish Communal Fund Board. In 2014, Stephanie was Alumna of the Year at Queens College. 2020 marked Stephanie’s sixth consecutive year on the Barron’s Top 100 Women Financial Advisor list, all of which have been in the top 5, including 3rd in 2020. As of 2020, she is ranked as the #29 financial advisor in the Country on the Barron’s Top 100 Financial Advisors list, where she appeared as the #2 female. She is also ranked #10 in New York State on the 2021 Top 1,200 Financial Advisor list. She was recently featured by Barron’s discussing financial planning. Stephanie has also appeared as a guest on CNBC’s “Power Lunch.”
Accolades referenced are issued by independent third-parties and information regarding specific criteria for accolades is available upon request and generally may be found on such third-party’s website. Barron’s rankings are based on a proprietary formula that considers various factors: assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices. Investment performance is not an explicit criterion because performance is often a function of each client’s appetite for risk. Third-party accolades referenced do not reflect the experiences of any Neuberger Berman client and readers should not view such information as representative of any particular client’s experience or assume that they will have a similar investment experience as any previous or existing client. Third-party accolades are not indicative of the past or future performance of any Neuberger Berman product or service.