John Whitehead, CFA, Vice President, joined the firm in 2014. As a Wealth Manager Associate, he provides investment management and wealth advisory services to high net worth clients and their related business interests. Prior to joining Neuberger Berman, John was a private banker in the J.P. Morgan Private Bank providing wealth management advice to high net worth families. Before joining J.P. Morgan, John had a distinguished 10 year Naval Aviation Career commanding aircrews in tactical missions including conducting anti-piracy missions off Somalia. John holds the designation of Chartered Financial Analyst. He received his MBA from the Fuqua School of Business at Duke University and earned a BS in Economics with honors from the United States Naval Academy.
“The leadership and decision making skills that I acquired during my 10 year career as a Naval Aviator help me to partner with my clients to address and achieve their unique investment objectives. Both as an aviator and now as an advisor I have seen how emotional reactions to volatile situations can result in costly mistakes. This experience has allowed me to earn the trust of my clients while helping them navigate turbulent market cycles.”
—John Whitehead, Wealth Manager Associate