Kenneth J. Marino, CPWA®, CIMA®, Vice President, joined the firm in 2004. He serves as a Wealth Manager Associate for Neuberger Berman Wealth Management, responsible for working directly with clients on the design and implementation of customized investment solutions. He is responsible for engaging with clients and assessing their financial situation to develop and implement a plan in line with their long-term goals and objectives, as it relates to estate, tax and retirement planning. Kenneth focuses on advising high net worth individuals, qualified retirement plans, foundations and endowments on investment strategy and asset allocation design. Prior to joining the firm, Kenneth was an equity trader with AXA Advisors, LLC, responsible for trade execution for numerous institutional clients. He received a BA in history from Loyola University in Maryland and an MBA in finance from the University of Richmond. He was awarded the Certified Investment Management Analyst® (CIMA®) designation in 2014 and the Certified Private Wealth Advisor® (CPWA®) in 2015. He is also a member of the Estate Planning Council of New York City, Investments & Wealth Institute, the New York Society of Security Analysts, the Junior Board of the Catholic Charities of the Archdiocese of New York, and the Advisory Committee of Cristo Rey High School (New York).
“I bring a unique perspective to developing customized investment solutions, with a focus on delivering each client’s current and future goals. My primary objective is to add value through prudent investment advice based on the full breadth of Neuberger Berman’s research and expertise, while seamlessly working with my clients’ existing tax and legal advisors to provide a comprehensive financial plan.”
—Kenneth J. Marino, Wealth Manager Associate