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Consultant Relations

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Overview
Our dedicated Consultant Relations team is a global effort focused on delivering the best of the firm to investment consultants, advisors and specialists
Platform at a Glance1
100% independent, employee-owned
760 investment professionals worldwide
offices in 39 cities across 26 countries
99% of client assets managed by lead PMs who have 20+ years of industry experience
~$5 bn invested by Neuberger Berman employees alongside clients2
A+ Awarded score in the U.N.-Backed Principles for Responsible Investment (PRI)3
AUM of $474 billion
We offer clients strategies and solutions across asset classes and geographies in public and private markets, including multi-asset class capabilities. Given that we serve a broad base of institutions globally, we provide access through a variety of investment vehicles.
Consultant Relations Equity and Fixed Income AUM Pie Chart
Client Segment Pie Chart
Region Pie Chart
Key Firm Updates

NB Votes

Through our NB Votes initiative, we publish our vote intentions in advance of select shareholder meetings, with a focus on companies where our clients have significant economic exposure. NB Votes addresses a broad range of topics across our nine key governance and engagement principles with a balance of votes in support of and against management recommendations, enabling us to share our broad analysis and insights. In the current proxy season we have provided advanced vote disclosure at 42 meetings.

For additional details visit the NB Votes webpage.

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North America Consultant Relations Team
To learn more about Consultant Relations at Neuberger Berman please contact a representative.
Lesley D. Nurse
Head of Global Consultant Relations
Jon Freedman
Relationship Manager
Lesley D. Nurse, Head of Global Consultant Relations
Lesley Nurse, CFA, Managing Director, joined Neuberger Berman in 2018. Lesley is Head of Global Consultant Relations and a member of the firm’s Partnership and ESG Committees. Prior to joining the firm, she was a Director at KKR, managing relationships with institutional consultants and a select group of clients. Previously, she was Head of Consultant Relations at PineBridge Investments (formerly AIG Investments) focused on the cultivation and development of relationships within the consultant channel. Prior experience includes Consultant Relations, Sales and Marketing roles at Deutsche Asset Management and PaineWebber. She holds a BS with honors from the Pennsylvania State University and is a CFA Charterholder. Lesley Co-Chairs the board of Ifetayo Cultural Arts Academy.
Peter Andjelkovich, Relationship Manager
Peter Andjelkovich, Managing Director, joined the firm in 2014. Peter is a Relationship Manager on the Institutional Sales and Consultant Relations team, based in Chicago. Previously, he was responsible for cultivating and managing consultant relationships at Ariel Investments. Prior to joining Ariel, Peter spent eight years with J.P. Morgan Asset Management, most recently as vice president of business development. In this capacity, he supervised client relationships across the Midwest Region. Peter graduated with a BA in Economics from Northwestern University and received his MBA from the Kellogg School of Management.
Jon Freedman, Relationship Manager
Jon Freedman, CFA, Managing Director, joined Neuberger Berman in 2019. Jon is a Relationship Manager on the Institutional Sales and Consultant Relations team, based in New York. Prior to joining the firm, Jon was a Managing Director at Avenue Capital Group where he was responsible for global coverage of consultants and a number of top tier pensions, endowments, foundations and family offices with a focus on capital raising and relationship management. Previously, he was Global Head of Consultant Relations at Citi Capital Advisors. Prior experience includes Consultant Relations, Sales and Marketing roles at Bear Stearns Asset Management, US Trust Company and John A. Levin & Company. Jon holds a BS in Finance from Syracuse University and has been awarded the Chartered Financial Analyst designation.
Bonnie Stanfield, Relationship Manager

Bonnie G. Stanfield, CFA, Managing Director, joined Neuberger Berman in 2022. Bonnie is a Relationship Manager on the Institutional Sales and Consultant Relations team, based in Chicago. Prior to joining the firm, Bonnie was a director of consultant relations at Putnam Investments, where she was responsible for managing relationships with institutional investment consultants in the U.S. Midwest and West Coast. Bonnie also served as director of research and portfolio manager at Marco Consulting Group, and as investment analyst at UBS Global Asset Management and JL Kaplan Associates. She has been in the investment industry since 2003. Bonnie earned an MBA from the University of Pennsylvania Wharton School of Business, an MA from Columbia University School of International and Public Affairs and a BA from Beloit College.

Joseph McKenna, Client Associate

Joseph M. McKenna, CAIA, Associate, joined the firm in 2017. Joe is a member of the NA Institutional Client Coverage Group focused on Consultant Relations. Previously, he served as a Rotational Analyst working on various business development and client reporting initiatives. Joe received a BA in Economics and Communication from Boston College and is based in New York. He holds FINRA Series 7, 66, and 31 licenses and has been awarded the Chartered Alternative Investment Analyst designation.

Contact Us
For general questions about NB Consultant Relations, contact your Neuberger Berman representative.
consultant-relations@nb.com
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