Neuberger Berman Places Eight Wealth Advisors On Barron’s “Top 1200 Financial Advisors” List
Alexander Samuelson, 212 476 5392, Alexander.Samuelson@nb.com
New York, March 8, 2016 — Neuberger Berman, a private, independent, employee-owned investment manager, announced that eight of the firm’s wealth advisors were named among Barron’s “Top 1,200 Financial Advisors”. The annual state-by-state list includes three of the firm’s wealth advisors ranked among the top ten in their state: Rick Szelc of Texas, Brian Hahn of Illinois, and Seth Finkel of New York.
Mr. Szelc, a Dallas-based managing director at Neuberger Berman, advises on $1.5 billion for clients, was ranked #1 in the state of Texas according to this listing. Having joined Neuberger Berman in 2000, Mr. Szelc works closely with high-net-worth clients to create bespoke investment strategies. A member of the Barron’s “Top 100 Financial Advisors” in America, Mr. Szelc applies his investment banking background and global perspective to help guide his clients through shifting investment landscapes. A graduate of Lawrence Technological University, he holds an MBA from the University of Texas at Austin
Mr. Hahn, ranked #8 in Illinois by Barron’s, advises on $1.3 billion in client assets. A managing director of Neuberger Berman, he joined the firm in 1995 as a Chicago-based wealth advisor. Mr. Hahn and his team specialize in the design and implementation of comprehensive wealth management solutions for private clients. He holds a Bachelor’s Degree from Kansas State University and a Master’s in International Business from the University of Edinburgh, Scotland, where he attended as a Rotary International Scholar. In 2015, Mr. Hahn was named by Barron’s as one of the “Top 100 Financial Advisors” in America.
The New York-based Mr. Finkel, a managing director at Neuberger Berman, ranked #10 by Barron’s in the state. He heads a wealth advisory team with $2.4 billion in client assets. Mr. Finkel has been with Neuberger Berman since 1990 and focuses on high-net-worth individuals, closely held businesses, fiduciaries, and not-for-profit organizations. He holds a Bachelor of Science from Lehigh University, a JD from Fordham University School of Law, and an LLM in Tax from the New York University School of Law. He is included on the Barron’s 2015 “Top 100 Financial Advisors” in America.
Also on this year’s Barron’s Top 1200 list were the following Neuberger Berman advisors: Tripp Taylor (California); and Peter Arbes, Virginia Guy, Holly Newman Kroft, and William Peterson of New York. 2016 is the second consecutive year being named to this list for all these advisors.
“Our continued inclusion in this list is a further testament to the outstanding work of our wealth management advisors and their teams,” said Kenneth Rende, Head of Wealth Management at Neuberger Berman. “This is a further reflection of the expertise and level of service that our wealth advisors offer our clients throughout the country.”
Barron’s used a number of factors to determine the state-by-state rankings including: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
About Neuberger Berman
Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages equities, fixed income, private equity and hedge fund portfolios for institutions and advisors worldwide. With offices in 19 countries, Neuberger Berman’s team is more than 2,100 professionals and the company was named by Pensions & Investments as a 2013, 2014 and 2015 Best Place to Work in Money Management. Tenured, stable and long-term in focus, the firm fosters an investment culture of fundamental research and independent thinking. It manages $240 billion in client assets as of December 31, 2015. For more information, please visit our website at www.nb.com.