Nikki Marshall, Senior Vice President, joined the firm in 2000 as a Wealth Manager. Nikki and her team work closely with families, business owners, not-for-profit organizations and their advisors to deliver the firm's wealth management and broad investment capabilities. Nikki has held various investment positions at several asset management firms. Prior to joining Neuberger Berman, Nikki was a financial advisor in the New York headquarters office of Sanford C. Bernstein & Company. Previously, she spent over twenty years at JPMorgan Chase & Company in the Private Bank and at Chase Investment Services Corporation in the field of global asset management and private banking. Nikki managed the marketing of three key businesses (investment products, asset allocation and advisory services as well as securities management) and represented Chase’s equity and options broker and their municipal fixed income brokerage affiliate. Prior to this, she managed a business unit for Chemical Bank (a later subsidiary of JPM Chase) that focused on the delivery of defined contribution and investment services to banks, brokers, money managers and corporations. Nikki started her career at Manufacturers Hanover Trust (a later subsidiary of Chemical Bank) where she managed a unit responsible for institutional credit and capital markets services for multinational corporations and financial institutions in the US, Europe and Asia. Nikki received a BS from Russell Sage College (cum laude) and a MBA from the Gabelli School of Business at Fordham University.
“My commitment to excellent client service and excellent advice is at the core of my business. I pride myself on being a trusted advisor; in fact, I partner with the third and fourth generation of several families. I engage with clients and their team of professionals in a proactive and consultative way. By developing goal-oriented, customized wealth and investment strategies, I ensure my client’s objectives, risk tolerance and tax circumstances are incorporated into their wealth management strategy.”
—Nikki Marshall, Wealth Manager