Neuberger Berman Places Ten Wealth Advisors On Barron's "Top 1200 Financial Advisors" List
Alex Samuelson, 212.476.5392, Alexander.Samuelson@nb.com
NEW YORK, March 15, 2018 – Neuberger Berman, a private, independent, employee-owned investment manager, announced that ten of the firm’s wealth advisors were named among Barron’s “Top 1,200 Financial Advisors” for 2018. 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.
Also on this year’s Barron’s Top 1200 list were the following Neuberger Berman advisors, all repeat winners: Tripp Taylor (California) and Peter Arbes, Virginia Guy, Holly Newman Kroft, William Peterson (New York). Making their debut on the Top 1200 were Lisa Reed, ranked #90 in California, and Stephanie Stiefel, ranked #14 in New York.
Mr. Szelc, a Dallas-based managing director at Neuberger Berman who advises on $1.9 billion for clients, was ranked #1 in the state of Texas for the third year in a row. 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. He is a graduate of Lawrence Technological University and holds an MBA from the University of Texas at Austin.
Mr. Hahn was ranked in the top five in Illinois by Barron’s for the second year in a row. Mr. Hahn advises on $1.7 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, which he attended as a Rotary International Scholar.
The New York-based Mr. Finkel, a managing director at Neuberger Berman, jumped three spots from #10 to #7. He heads a wealth advisory team with $3.1 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 2017 “Top 100 Financial Advisors” in America.
“We are exceptionally proud to have ten of our wealth advisors ranked among the top 1,200 this year,” said Kenneth Rende, Head of Wealth Management at Neuberger Berman. “These advisors represent a group of financial professionals who are dedicated and committed to serving the diverse and specific needs of their individual clients. This recognition is well-deserved, and we look forward to partnering with these elite professionals as they continue to progress in their careers.” 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 a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 20 countries, Neuberger Berman’s team is approximately 1,900 professionals. For five consecutive years, the company has been named to Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). Tenured, stable and long-term in focus, the firm fosters an investment culture of fundamental research and independent thinking. It manages $295 billion in client assets as of December 31, 2017. For more information, please visit our website at www.nb.com.