Seth A. Yerk, CFA, joined the firm in 2004. He is a Vice President and serves as a Wealth Manager Associate for Neuberger Berman Wealth Management, responsible for helping in the design, implementation, and monitoring of customized investment solutions for clients and their charitable entities. Prior to this role, he held positions within the firm’s Investment Strategy Group and with Neuberger Berman Trust Company. In these roles he was involved in helping solve for a wide variety of investment management, trust and estate planning and taxation needs. He was also a member of the Neuberger Berman Trust Company Investment Committee. He received a BS in Finance and Accounting from Lehigh University, graduating with honors. In 2008 he was awarded the Chartered Financial Analyst designation. He is also a member of the CFA Institute, CFP Board, Investment Management Consultants Association, and the New York Society of Security Analysts.
“Helping clients invest their wealth is both a privilege and an opportunity. It is a privilege to be entrusted with helping steward the legacy that you worked in earnest to establish. It is an opportunity to grow alongside you throughout all phases of life as your investment needs and circumstances change. Honoring the intersection of these virtues is at the core of our practice. Our commitment to you and your family is one of a resolute partnership designed to help you achieve your financial objectives.”
—Seth A. Yerk, Wealth Manager Associate